Portland Financial Advisors Inc Vanguard Dividend Appreciation Transaction History
Portland Financial Advisors Inc
- $46.9 Billion
- Q3 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 0.87% of its overall portfolio holdings.
Number of Shares
1,885
Previous 1,885
-0.0%
Holding current value
$343,352
Previous $386 Million
5.43%
% of portfolio
0.87%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall 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