Gen Financial Management, Inc. Vanguard Dividend Appreciation Transaction History
Gen Financial Management, Inc.
- $148 Billion
- Q1 2025
A detailed history of Gen Financial Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gen Financial Management, Inc. holds 141,051 shares of VIG stock, worth $25.7 Million. This represents 18.54% of its overall portfolio holdings.
Number of Shares
141,051
Previous 142,603
1.09%
Holding current value
$25.7 Million
Previous $27.9 Billion
2.02%
% of portfolio
18.54%
Previous 18.13%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,505Shares Held
223MCall Options Held
578KPut Options Held
196K-
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
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.86MShares$1.25 Billion3.67% of portfolio