Investment Partners, Ltd. Vanguard Dividend Appreciation Transaction History
Investment Partners, Ltd.
- $241 Million
- Q4 2024
A detailed history of Investment Partners, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Partners, Ltd. holds 30,238 shares of VIG stock, worth $5.51 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
30,238
Previous 30,203
0.12%
Holding current value
$5.51 Million
Previous $5.5 Million
0.11%
% of portfolio
2.29%
Previous 2.3%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,368Shares Held
216MCall Options Held
551KPut Options Held
347K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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