Inves Trust Vanguard Dividend Appreciation Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Inves Trust holds 2,288 shares of VIG stock, worth $416,759. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,288

Holding current value

$416,759

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	N/A	2,288 New	2,288 $448 Million

Others Institutions Holding VIG

# of Institutions

2,415

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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