Sagace Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Sagace Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of Sagace Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sagace Wealth Management LLC holds 9,115 shares of VIG stock, worth $1.66 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
9,115
Previous 10,281
11.34%
Holding current value
$1.66 Million
Previous $1.99 Billion
6.46%
% of portfolio
1.39%
Previous 1.51%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,572Shares Held
220MCall Options Held
572KPut Options Held
128K-
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, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio