Intelligent Financial Strategies Vanguard Dividend Appreciation Transaction History
Intelligent Financial Strategies
- $175 Million
- Q4 2024
A detailed history of Intelligent Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intelligent Financial Strategies holds 22,432 shares of VIG stock, worth $4.09 Million. This represents 2.33% of its overall portfolio holdings.
Number of Shares
22,432
Previous 22,612
0.8%
Holding current value
$4.09 Million
Previous $4.12 Million
0.8%
% of portfolio
2.33%
Previous 2.34%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,332Shares Held
211MCall Options Held
551KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio