Portland Financial Advisors Inc Vanguard Dividend Appreciation Transaction History
Portland Financial Advisors Inc
- $39.1 Billion
- Q1 2025
A detailed history of Portland Financial Advisors Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Portland Financial Advisors Inc holds 1,885 shares of VIG stock, worth $343,352. This represents 0.94% of its overall portfolio holdings.
Number of Shares
1,885
Previous 1,870
0.8%
Holding current value
$343,352
Previous $366 Million
0.15%
% of portfolio
0.94%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,545Shares 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