M3 Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
M3 Advisory Group, LLC
- $140 Billion
- Q4 2024
A detailed history of M3 Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, M3 Advisory Group, LLC holds 57,198 shares of VIG stock, worth $10.4 Million. This represents 8.02% of its overall portfolio holdings.
Number of Shares
57,198
Previous 54,823
4.33%
Holding current value
$10.4 Million
Previous $10.9 Billion
3.16%
% of portfolio
8.02%
Previous 7.97%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio