Mason Investment Advisory Services, Inc. Vanguard Dividend Appreciation Transaction History
Mason Investment Advisory Services, Inc.
- $1.71 Trillion
- Q4 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 4,730 shares of VIG stock, worth $861,569. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,730
Previous 4,725
0.11%
Holding current value
$861,569
Previous $936 Million
1.03%
% of portfolio
0.05%
Previous 0.05%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,485Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio