Rtd Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Rtd Financial Advisors, Inc.
- $781 Million
- Q2 2025
A detailed history of Rtd Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 4,698 shares of VIG stock, worth $855,740. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,698
Previous 4,553
3.18%
Holding current value
$855,740
Previous $829,000
3.14%
% of portfolio
0.11%
Previous 0.11%
Shares
4 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