Global Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Global Wealth Management, LLC
- $190 Billion
- Q3 2025
A detailed history of Global Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Global Wealth Management, LLC holds 55,055 shares of VIG stock, worth $10 Million. This represents 6.24% of its overall portfolio holdings.
Number of Shares
55,055
Previous 55,605
0.99%
Holding current value
$10 Million
Previous $11.5 Billion
3.58%
% of portfolio
6.24%
Previous 6.29%
Shares
5 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