Pathstone Family Office, LLC Vanguard Dividend Appreciation Transaction History
Pathstone Family Office, LLC
- $15.6 Billion
- Q3 2023
A detailed history of Pathstone Family Office, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pathstone Family Office, LLC holds 248,418 shares of VIG stock, worth $45.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
248,418
Previous 221,934
11.93%
Holding current value
$45.2 Million
Previous $36 Million
7.08%
% of portfolio
0.25%
Previous 0.55%
Shares
27 transactions
Others Institutions Holding VIG
# of Institutions
2,138Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio