Investment Advisory Services Inc Vanguard Dividend Appreciation Transaction History
Investment Advisory Services Inc
- $279 Million
- Q3 2024
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 145,447 shares of VIG stock, worth $26.5 Million. This represents 9.48% of its overall portfolio holdings.
Number of Shares
145,447
Previous 141,531
2.77%
Holding current value
$26.5 Million
Previous $25.8 Million
2.54%
% of portfolio
9.48%
Previous 9.51%
Shares
19 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio