Tobias Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Tobias Financial Advisors, Inc.
- $569 Million
- Q2 2025
A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 14,912 shares of VIG stock, worth $2.72 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,912
Previous 14,939
0.18%
Holding current value
$2.72 Million
Previous $2.72 Million
0.18%
% of portfolio
0.48%
Previous 0.54%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares 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