Walkner Condon Financial Advisors LLC Vanguard Dividend Appreciation Transaction History
Walkner Condon Financial Advisors LLC
- $484 Million
- Q3 2024
A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 11,441 shares of VIG stock, worth $2.08 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
11,441
Previous 12,304
7.01%
Holding current value
$2.08 Million
Previous $2.25 Million
7.26%
% of portfolio
0.43%
Previous 0.49%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio