First Foundation Advisors Vanguard Dividend Appreciation Transaction History
First Foundation Advisors
- $2.63 Billion
- Q2 2025
A detailed history of First Foundation Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, First Foundation Advisors holds 2,619 shares of VIG stock, worth $477,050. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,619
Previous 3,119
16.03%
Holding current value
$477,050
Previous $568,000
16.02%
% of portfolio
0.02%
Previous 0.02%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,610Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio