Summit Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 3,182 shares of VIG stock, worth $579,601. This represents 0.34% of its overall portfolio holdings.
Number of Shares
3,182
Previous 3,012
5.64%
Holding current value
$579,601
Previous $513 Million
13.19%
% of portfolio
0.34%
Previous 0.32%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,140Shares 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