Investment Advisory Services Inc Vanguard Dividend Appreciation Transaction History
Investment Advisory Services Inc
- $270 Million
- Q1 2025
A detailed history of Investment Advisory Services Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Advisory Services Inc holds 151,932 shares of VIG stock, worth $27.7 Million. This represents 10.23% of its overall portfolio holdings.
Number of Shares
151,932
Previous 148,535
2.29%
Holding current value
$27.7 Million
Previous $27.1 Million
2.29%
% of portfolio
10.23%
Previous 9.78%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,510Shares Held
216MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio