Financial Advocates Investment Management Vanguard Dividend Appreciation Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Advocates Investment Management holds 53,134 shares of VIG stock, worth $9.68 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
53,134
Previous 42,428
25.23%
Holding current value
$9.68 Million
Previous $7.73 Million
25.23%
% of portfolio
0.57%
Previous 0.43%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,481Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio