Kagan Cocozza Asset Management Vanguard Dividend Appreciation Transaction History
Kagan Cocozza Asset Management
- $122 Billion
- Q1 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 39,076 shares of VIG stock, worth $7.12 Million. This represents 6.19% of its overall portfolio holdings.
Number of Shares
39,076
Previous 38,732
0.89%
Holding current value
$7.12 Million
Previous $7.58 Billion
0.06%
% of portfolio
6.19%
Previous 6.3%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,545Shares Held
218MCall Options Held
615KPut Options Held
134K-
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 LLC7.6MShares$1.38 Billion3.96% of portfolio