Kiley Juergens Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Kiley Juergens Wealth Management, LLC
- $417 Million
- Q2 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 19,438 shares of VIG stock, worth $3.54 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
19,438
Previous 19,508
0.36%
Holding current value
$3.54 Million
Previous $3.55 Million
0.37%
% of portfolio
0.85%
Previous 0.98%
Shares
26 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