Simon Quick Advisors, LLC Vanguard Dividend Appreciation Transaction History
Simon Quick Advisors, LLC
- $2.19 Billion
- Q3 2025
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 16,763 shares of VIG stock, worth $3.05 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
16,763
Previous 16,314
2.75%
Holding current value
$3.05 Million
Previous $2.97 Million
2.76%
% of portfolio
0.14%
Previous 0.15%
Shares
34 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio