Univest Financial Corp Vanguard Dividend Appreciation Transaction History

Univest Financial Corp

$1.51 Billion
Q3 2024

A detailed history of Univest Financial Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Univest Financial Corp holds 3,517 shares of VIG stock, worth $640,621. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,517

Holding current value

$640,621

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $640,621 - $640,621	3,517 New	3,517 $640,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.82M
Shares

$1.24 Billion
3.86% of portfolio

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Univest Financial Corp Vanguard Dividend Appreciation Transaction History