Strateg Iq Financial Group, LLC Vanguard Dividend Appreciation Transaction History
Strateg Iq Financial Group, LLC
- $863 Million
- Q4 2023
A detailed history of Strateg Iq Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strateg Iq Financial Group, LLC holds 177,294 shares of VIG stock, worth $32.3 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
177,294
Previous 179,952
1.48%
Holding current value
$32.3 Million
Previous $28 Million
8.05%
% of portfolio
3.5%
Previous 3.32%
Shares
27 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut 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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio