Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Forth Right Wealth Management, LLC
- $314 Million
- Q2 2025
A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 2,265 shares of VIG stock, worth $412,569. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,265
Previous 2,265
-0.0%
Holding current value
$412,569
Previous $412,000
-0.0%
% of portfolio
0.13%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares 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