Intelligent Financial Strategies Vanguard Dividend Appreciation Transaction History
Intelligent Financial Strategies
- $199 Million
- Q3 2025
A detailed history of Intelligent Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intelligent Financial Strategies holds 21,912 shares of VIG stock, worth $3.99 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
21,912
Previous 21,995
0.38%
Holding current value
$3.99 Million
Previous $4.01 Million
0.37%
% of portfolio
2.0%
Previous 2.19%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio