Grassi Investment Management Vanguard Dividend Appreciation Transaction History

Grassi Investment Management

$1.17 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 10, 2019	SELL	N/A	-2,010 Closed	0 $0
Q1 2019 Apr 10, 2019	BUY	N/A	2,010 New	2,010 $220,000

Others Institutions Holding VIG

# of Institutions

2,404

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Vanguard Group Inc Valley Forge, PA

9.71M
Shares

$1.77 Billion
0.03% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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