United Capital Financial Advisers, LLC Vanguard Dividend Appreciation Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
A detailed history of United Capital Financial Advisers, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 59,383 shares of VIG stock, worth $10.8 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
59,383
Previous 57,177
3.86%
Holding current value
$10.8 Million
Previous $9.74 Million
11.3%
% of portfolio
0.09%
Previous 0.08%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,139Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio