Accredited Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Accredited Wealth Management, LLC
- $123 Billion
- Q2 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 25,230 shares of VIG stock, worth $4.6 Million. This represents 4.2% of its overall portfolio holdings.
Number of Shares
25,230
Previous 25,022
0.83%
Holding current value
$4.6 Million
Previous $4.85 Billion
6.83%
% of portfolio
4.2%
Previous 4.1%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,577Shares Held
256MCall Options Held
572KPut Options Held
128K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
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, PA10.5MShares$1.91 Billion0.03% of portfolio