Lineweaver Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Lineweaver Wealth Advisors, LLC
- $559 Million
- Q2 2025
A detailed history of Lineweaver Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 1,638 shares of VIG stock, worth $298,361. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,638
Previous 1,638
-0.0%
Holding current value
$298,361
Previous $298,000
-0.0%
% of portfolio
0.05%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,586Shares Held
257MCall 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