Key Client Fiduciary Advisors, LLC Vanguard Dividend Appreciation Transaction History
Key Client Fiduciary Advisors, LLC
- $201 Million
- Q3 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 5,649 shares of VIG stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,649
Previous 5,533
2.1%
Holding current value
$1.03 Million
Previous $1.01 Million
1.78%
% of portfolio
0.51%
Previous 0.55%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio