Financial Perspectives, Inc Vanguard Dividend Appreciation Transaction History
Financial Perspectives, Inc
- $298 Billion
- Q4 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Perspectives, Inc holds 43,926 shares of VIG stock, worth $8 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
43,926
Previous 46,618
5.77%
Holding current value
$8 Million
Previous $9.23 Billion
6.84%
% of portfolio
2.89%
Previous 3.2%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,356Shares Held
214MCall Options Held
551KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio