Simon Quick Advisors, LLC Vanguard Dividend Appreciation Transaction History
Simon Quick Advisors, LLC
- $1.32 Billion
- Q1 2024
A detailed history of Simon Quick Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Simon Quick Advisors, LLC holds 16,859 shares of VIG stock, worth $3.07 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,859
Previous 18,311
7.93%
Holding current value
$3.07 Million
Previous $3.12 Million
1.35%
% of portfolio
0.23%
Previous 0.28%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,137Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio