Intelligent Financial Strategies Vanguard Dividend Appreciation Transaction History
Intelligent Financial Strategies
- $183 Million
- Q2 2025
A detailed history of Intelligent Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intelligent Financial Strategies holds 21,995 shares of VIG stock, worth $4.01 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
21,995
Previous 21,995
-0.0%
Holding current value
$4.01 Million
Previous $4.01 Million
-0.0%
% of portfolio
2.19%
Previous 2.15%
Shares
13 transactions
Others Institutions Holding VIG
# of Institutions
2,584Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio