Traphagen Investment Advisors LLC Vanguard Dividend Appreciation Transaction History
Traphagen Investment Advisors LLC
- $870 Million
- Q4 2024
A detailed history of Traphagen Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 6,601 shares of VIG stock, worth $1.2 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,601
Previous 7,199
8.31%
Holding current value
$1.2 Million
Previous $1.31 Million
8.31%
% of portfolio
0.14%
Previous 0.15%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,315Shares Held
211MCall Options Held
552KPut Options Held
347K-
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
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio