Northwest Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Northwest Wealth Management, LLC
- $544 Million
- Q2 2025
A detailed history of Northwest Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 5,041 shares of VIG stock, worth $918,218. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,041
Previous 5,125
1.64%
Holding current value
$918,218
Previous $933,000
1.61%
% of portfolio
0.17%
Previous 0.19%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,571Shares Held
256MCall Options Held
548KPut Options Held
127K-
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