Hhm Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Hhm Wealth Advisors, LLC
- $831 Million
- Q2 2025
A detailed history of Hhm Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 71,653 shares of VIG stock, worth $13.1 Million. This represents 1.57% of its overall portfolio holdings.
Number of Shares
71,653
Previous 67,958
5.44%
Holding current value
$13.1 Million
Previous $12.4 Million
5.44%
% of portfolio
1.57%
Previous 1.68%
Shares
27 transactions
Others Institutions Holding VIG
# of Institutions
2,601Shares 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