Simon Quick Advisors, LLC Vanguard Dividend Appreciation Transaction History
Simon Quick Advisors, LLC
- $1.73 Billion
- Q1 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 16,689 shares of VIG stock, worth $3.04 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,689
Previous 16,908
1.3%
Holding current value
$3.04 Million
Previous $3.08 Million
1.3%
% of portfolio
0.18%
Previous 0.19%
Shares
32 transactions
Others Institutions Holding VIG
# of Institutions
2,536Shares Held
217MCall Options Held
615KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio