Triad Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,193 shares of VIG stock, worth $945,904. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,193
Previous 5,206
0.25%
Holding current value
$945,904
Previous $845,000
4.62%
% of portfolio
0.3%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio