Diversify Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 22,746 shares of VIG stock, worth $4.14 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
22,746
Previous 23,245
2.15%
Holding current value
$4.14 Million
Previous $4.42 Billion
7.37%
% of portfolio
0.29%
Previous 0.33%
Shares
5 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