Safeguard Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Safeguard Investment Advisory Group, LLC
- $322 Million
- Q2 2024
A detailed history of Safeguard Investment Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 20,148 shares of VIG stock, worth $3.67 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
20,148
Previous 21,200
4.96%
Holding current value
$3.67 Million
Previous $3.87 Million
4.99%
% of portfolio
1.14%
Previous 1.31%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio