Evexia Wealth LLC Vanguard Dividend Appreciation Transaction History

Evexia Wealth LLC

$318 Billion
Q2 2025

A detailed history of Evexia Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evexia Wealth LLC holds 4,253 shares of VIG stock, worth $774,683. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,253

Holding current value

$774,683

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 23, 2025	BUY	N/A	4,253 New	4,253 $877 Million

Others Institutions Holding VIG

# of Institutions

2,572

Shares Held

220M

Call Options Held

572K

Put Options Held

128K

Bank Of America Corp Charlotte, NC

21.9M
Shares

$3.98 Billion
0.33% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.28 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$1.93 Billion
0.45% of portfolio
Vanguard Group Inc Valley Forge, PA

10.5M
Shares

$1.91 Billion
0.03% of portfolio
Wealthfront Advisers LLC

9.09M
Shares

$1.66 Billion
4.34% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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