Frg Family Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Frg Family Wealth Advisors LLC
- $682 Million
- Q2 2024
A detailed history of Frg Family Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 77,668 shares of VIG stock, worth $14.1 Million. This represents 2.08% of its overall portfolio holdings.
Number of Shares
77,668
Previous 78,001
0.43%
Holding current value
$14.1 Million
Previous $14.2 Million
0.46%
% of portfolio
2.08%
Previous 2.73%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares 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