Fortis Advisors, LLC Vanguard Dividend Appreciation Transaction History
Fortis Advisors, LLC
- $128 Million
- Q4 2024
A detailed history of Fortis Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fortis Advisors, LLC holds 28,854 shares of VIG stock, worth $5.26 Million. This represents 4.1% of its overall portfolio holdings.
Number of Shares
28,854
Previous 28,438
1.46%
Holding current value
$5.26 Million
Previous $5.18 Million
1.47%
% of portfolio
4.1%
Previous 3.99%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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