Epg Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Epg Wealth Management LLC
- $333 Billion
- Q2 2025
A detailed history of Epg Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,384 shares of VIG stock, worth $252,095. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,384
Previous 1,384
-0.0%
Holding current value
$252,095
Previous $269 Million
5.51%
% of portfolio
0.09%
Previous 0.07%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,577Shares Held
256MCall Options Held
572KPut Options Held
128K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
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, PA10.5MShares$1.91 Billion0.03% of portfolio