Trifecta Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History
Trifecta Capital Advisors, LLC
- $506 Billion
- Q4 2024
A detailed history of Trifecta Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 5,623 shares of VIG stock, worth $1.02 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,623
Previous 5,630
0.12%
Holding current value
$1.02 Million
Previous $1.11 Billion
1.23%
% of portfolio
0.22%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,479Shares 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