Kovitz Investment Group Partners, LLC Vanguard Dividend Appreciation Transaction History
Kovitz Investment Group Partners, LLC
- $10.5 Billion
- Q2 2024
A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 24,136 shares of VIG stock, worth $4.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
24,136Holding current value
$4.4 Million% of portfolio
0.04%Shares
14 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
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Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio