Evolution Wealth Management Inc. Vanguard Dividend Appreciation Transaction History
Evolution Wealth Management Inc.
- $97.4 Billion
- Q3 2025
A detailed history of Evolution Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 1,539 shares of VIG stock, worth $280,328. This represents 0.34% of its overall portfolio holdings.
Number of Shares
1,539
Previous 1,251
23.02%
Holding current value
$280,328
Previous $256 Million
29.71%
% of portfolio
0.34%
Previous 0.32%
Shares
2 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