Intelligent Financial Strategies Vanguard Dividend Appreciation Transaction History
Intelligent Financial Strategies
- $156 Million
- Q1 2024
A detailed history of Intelligent Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intelligent Financial Strategies holds 22,631 shares of VIG stock, worth $4.12 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
22,631
Previous 22,622
0.04%
Holding current value
$4.12 Million
Previous $3.85 Million
7.21%
% of portfolio
2.65%
Previous 4.83%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,140Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio