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
2,489Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio