Client 1 St Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Client 1 St Advisory Group, LLC
- $271 Million
- Q2 2025
A detailed history of Client 1 St Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Client 1 St Advisory Group, LLC holds 20,479 shares of VIG stock, worth $3.73 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
20,479
Previous 20,503
0.12%
Holding current value
$3.73 Million
Previous $3.73 Million
0.11%
% of portfolio
1.38%
Previous 1.48%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,586Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio