Helen Stephens Group, LLC Vanguard Dividend Appreciation Transaction History
Helen Stephens Group, LLC
- $352 Million
- Q1 2025
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 35,819 shares of VIG stock, worth $6.52 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
35,819
Previous 37,682
4.94%
Holding current value
$6.52 Million
Previous $6.86 Million
4.94%
% of portfolio
1.85%
Previous 2.04%
Shares
14 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