Fonville Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Fonville Wealth Management LLC
- $339 Billion
- Q1 2025
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fonville Wealth Management LLC holds 16,883 shares of VIG stock, worth $3.08 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
16,883
Previous 19,100
11.61%
Holding current value
$3.08 Million
Previous $3.74 Billion
12.47%
% of portfolio
0.96%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,536Shares Held
217MCall Options Held
615KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio