Fma Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Fma Wealth Management, LLC
- $135 Billion
- Q2 2025
A detailed history of Fma Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fma Wealth Management, LLC holds 17,271 shares of VIG stock, worth $3.15 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
17,271
Previous 16,957
1.85%
Holding current value
$3.15 Million
Previous $3.44 Billion
2.62%
% of portfolio
2.62%
Previous 2.65%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,589Shares Held
258MCall 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