Sincerus Advisory, LLC Vanguard Dividend Appreciation Transaction History
Sincerus Advisory, LLC
- $119 Million
- Q4 2025
A detailed history of Sincerus Advisory, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sincerus Advisory, LLC holds 20,668 shares of VIG stock, worth $3.76 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
20,668
Previous 19,388
6.6%
Holding current value
$3.76 Million
Previous $4.18 Billion
99.91%
% of portfolio
3.15%
Previous 3.58%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,667Shares Held
226MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio