Liberty Square Wealth Partners LLC Vanguard Dividend Appreciation Transaction History
Liberty Square Wealth Partners LLC
- $262 Billion
- Q1 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 7,146 shares of VIG stock, worth $1.3 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
7,146
Previous 7,267
1.67%
Holding current value
$1.3 Million
Previous $1.48 Billion
6.42%
% of portfolio
0.53%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,505Shares Held
223MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.86MShares$1.25 Billion3.67% of portfolio