Moneta Group Investment Advisors LLC Vanguard Dividend Appreciation Transaction History
Moneta Group Investment Advisors LLC
- $6.28 Billion
- Q2 2024
A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 48,252 shares of VIG stock, worth $8.79 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
48,252
Previous 39,752
21.38%
Holding current value
$8.79 Million
Previous $7.26 Million
21.34%
% of portfolio
0.14%
Previous 0.11%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares 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
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio