Roxbury Financial LLC Vanguard Dividend Appreciation Transaction History
Roxbury Financial LLC
- $102 Billion
- Q1 2025
A detailed history of Roxbury Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Roxbury Financial LLC holds 5,022 shares of VIG stock, worth $914,757. This represents 1.0% of its overall portfolio holdings.
Number of Shares
5,022
Previous 4,991
0.62%
Holding current value
$914,757
Previous $1.02 Billion
0.15%
% of portfolio
1.0%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,510Shares Held
223MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.86MShares$1.25 Billion3.67% of portfolio