Simon Quick Advisors, LLC Vanguard Dividend Appreciation Transaction History
Simon Quick Advisors, LLC
- $1.95 Billion
- Q2 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 16,314 shares of VIG stock, worth $2.97 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
16,314
Previous 16,314
-0.0%
Holding current value
$2.97 Million
Previous $2.97 Million
-0.0%
% of portfolio
0.15%
Previous 0.12%
Shares
33 transactions
Others Institutions Holding VIG
# of Institutions
2,597Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio