Key Client Fiduciary Advisors, LLC Vanguard Dividend Appreciation Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 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 5,533 shares of VIG stock, worth $1.01 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
5,533
Previous 4,994
10.79%
Holding current value
$1.01 Million
Previous $911,000
10.87%
% of portfolio
0.55%
Previous 0.54%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio