Kagan Cocozza Asset Management Vanguard Dividend Appreciation Transaction History
Kagan Cocozza Asset Management
- $130 Billion
- Q2 2025
A detailed history of Kagan Cocozza Asset Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kagan Cocozza Asset Management holds 39,783 shares of VIG stock, worth $7.25 Million. This represents 6.24% of its overall portfolio holdings.
Number of Shares
39,783
Previous 39,076
1.81%
Holding current value
$7.25 Million
Previous $7.58 Billion
7.41%
% of portfolio
6.24%
Previous 6.19%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,564Shares Held
219MCall Options Held
572KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio