Helen Stephens Group, LLC Vanguard Dividend Appreciation Transaction History
Helen Stephens Group, LLC
- $327 Million
- Q3 2024
A detailed history of Helen Stephens Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Helen Stephens Group, LLC holds 81,561 shares of VIG stock, worth $14.9 Million. This represents 4.54% of its overall portfolio holdings.
Number of Shares
81,561
Previous 78,648
3.7%
Holding current value
$14.9 Million
Previous $14.4 Million
3.48%
% of portfolio
4.54%
Previous 4.98%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
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