Client 1 St Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Client 1 St Advisory Group, LLC
- $306 Million
- Q3 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 20,371 shares of VIG stock, worth $3.71 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
20,371
Previous 20,479
0.53%
Holding current value
$3.71 Million
Previous $3.73 Million
0.54%
% of portfolio
1.21%
Previous 1.38%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares 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