Hartmann Taylor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Hartmann Taylor Wealth Management, LLC
- $120 Billion
- Q2 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 8,263 shares of VIG stock, worth $1.51 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
8,263
Previous 8,269
0.07%
Holding current value
$1.51 Million
Previous $1.6 Billion
5.43%
% of portfolio
1.41%
Previous 1.44%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,577Shares Held
256MCall Options Held
572KPut Options Held
128K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio