Lester Murray Antman Dba Simply Rich Vanguard Dividend Appreciation Transaction History
Lester Murray Antman Dba Simply Rich
- $371 Million
- Q3 2025
A detailed history of Lester Murray Antman Dba Simply Rich transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 3,102 shares of VIG stock, worth $565,029. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,102
Previous 3,102
-0.0%
Holding current value
$565,029
Previous $634,000
5.52%
% of portfolio
0.18%
Previous 0.18%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio