Investment Advisory Services Inc Vanguard Dividend Appreciation Transaction History
Investment Advisory Services Inc
- $272 Million
- Q1 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 139,197 shares of VIG stock, worth $25.4 Million. This represents 9.34% of its overall portfolio holdings.
Number of Shares
139,197
Previous 138,683
0.37%
Holding current value
$25.4 Million
Previous $23.6 Million
7.56%
% of portfolio
9.34%
Previous 9.33%
Shares
17 transactions
Others Institutions Holding VIG
# of Institutions
2,138Shares 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