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
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio