Tobias Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Tobias Financial Advisors, Inc.
- $499 Million
- Q1 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 14,939 shares of VIG stock, worth $2.72 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
14,939
Previous 15,268
2.15%
Holding current value
$2.72 Million
Previous $2.78 Million
2.16%
% of portfolio
0.54%
Previous 0.58%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,542Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio