Financial Perspectives, Inc Vanguard Dividend Appreciation Transaction History
Financial Perspectives, Inc
- $288 Billion
- Q3 2024
A detailed history of Financial Perspectives, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Perspectives, Inc holds 46,618 shares of VIG stock, worth $8.49 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
46,618
Previous 43,818
6.39%
Holding current value
$8.49 Million
Previous $8 Billion
15.43%
% of portfolio
3.2%
Previous 2.95%
Shares
20 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut 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
-
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
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio