Secure Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Secure Asset Management, LLC
- $520 Million
- Q2 2025
A detailed history of Secure Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Secure Asset Management, LLC holds 5,959 shares of VIG stock, worth $1.09 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,959
Previous 5,269
13.1%
Holding current value
$1.09 Million
Previous $959,000
13.14%
% of portfolio
0.21%
Previous 0.2%
Shares
23 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