New Perspectives, Inc Vanguard Dividend Appreciation Transaction History
New Perspectives, Inc
- $201 Million
- Q2 2025
A detailed history of New Perspectives, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Perspectives, Inc holds 40,049 shares of VIG stock, worth $7.29 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
40,049
Previous 41,144
2.66%
Holding current value
$7.29 Million
Previous $7.49 Million
2.67%
% of portfolio
3.63%
Previous 4.01%
Shares
13 transactions
Others Institutions Holding VIG
# of Institutions
2,601Shares 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