Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Dividend Appreciation Transaction History
Taylor, Cottrill, Erickson & Associates, Inc.
- $340 Million
- Q1 2024
A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 109,974 shares of VIG stock, worth $20 Million. This represents 5.91% of its overall portfolio holdings.
Number of Shares
109,974
Previous 109,614
0.33%
Holding current value
$20 Million
Previous $18.7 Million
7.52%
% of portfolio
5.91%
Previous 5.94%
Shares
27 transactions
Others Institutions Holding VIG
# of Institutions
2,143Shares 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