Mendel Capital Management LLC Vanguard Dividend Appreciation Transaction History
Mendel Capital Management LLC
- $163 Million
- Q4 2024
A detailed history of Mendel Capital Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mendel Capital Management LLC holds 61,019 shares of VIG stock, worth $11.1 Million. This represents 6.82% of its overall portfolio holdings.
Number of Shares
61,019
Previous 60,444
0.95%
Holding current value
$11.1 Million
Previous $11 Million
0.95%
% of portfolio
6.82%
Previous 6.8%
Shares
13 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