Heritage Family Offices, LLP Vanguard Dividend Appreciation Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Heritage Family Offices, LLP holds 3,008 shares of VIG stock, worth $547,907. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,008
Previous 3,008
-0.0%
Holding current value
$547,907
Previous $589 Million
0.94%
% of portfolio
0.3%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,540Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio