Asset Allocation Strategies LLC Vanguard Dividend Appreciation Transaction History
Asset Allocation Strategies LLC
- $505 Billion
- Q3 2025
A detailed history of Asset Allocation Strategies LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Asset Allocation Strategies LLC holds 10,967 shares of VIG stock, worth $2 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
10,967
Previous 24,079
54.45%
Holding current value
$2 Million
Previous $4.93 Billion
51.98%
% of portfolio
0.47%
Previous 1.09%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,652Shares Held
225MCall 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