Asset Allocation Strategies LLC Vanguard Dividend Appreciation Transaction History
Asset Allocation Strategies LLC
- $402 Billion
- Q1 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 25,216 shares of VIG stock, worth $4.59 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
25,216
Previous 32,826
23.18%
Holding current value
$4.59 Million
Previous $6.67 Billion
26.69%
% of portfolio
1.22%
Previous 1.61%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,545Shares Held
218MCall Options Held
615KPut Options Held
134K-
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