Safeguard Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Safeguard Investment Advisory Group, LLC
- $350 Million
- Q3 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 19,335 shares of VIG stock, worth $3.52 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
19,335
Previous 20,148
4.04%
Holding current value
$3.52 Million
Previous $3.68 Million
4.27%
% of portfolio
1.01%
Previous 1.14%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio