Formulate Financial LLC Vanguard Dividend Appreciation Transaction History
Formulate Financial LLC
- $80.6 Billion
- Q3 2025
A detailed history of Formulate Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Formulate Financial LLC holds 42,487 shares of VIG stock, worth $7.74 Million. This represents 11.37% of its overall portfolio holdings.
Number of Shares
42,487Holding current value
$7.74 Million% of portfolio
11.37%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall 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
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Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
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Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio