Patrick M Sweeney & Associates, Inc Vanguard Dividend Appreciation Transaction History
Patrick M Sweeney & Associates, Inc
- $134 Billion
- Q1 2025
A detailed history of Patrick M Sweeney & Associates, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 3,982 shares of VIG stock, worth $725,321. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,982
Previous 3,837
3.78%
Holding current value
$725,321
Previous $751 Million
2.8%
% of portfolio
0.58%
Previous 0.56%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,563Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio