Forum Private Client Group LLC Vanguard Dividend Appreciation Transaction History
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
A detailed history of Forum Private Client Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forum Private Client Group LLC holds 31,022 shares of VIG stock, worth $5.65 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
31,022
Previous 33,314
6.88%
Holding current value
$5.65 Million
Previous $6.08 Billion
6.91%
% of portfolio
2.69%
Previous 2.94%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
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