Shulman De Meo Asset Management LLC Vanguard Dividend Appreciation Transaction History
Shulman De Meo Asset Management LLC
- $435 Million
- Q3 2025
A detailed history of Shulman De Meo Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 1,887 shares of VIG stock, worth $343,717. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,887
Previous 1,886
0.05%
Holding current value
$343,717
Previous $343,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares Held
258MCall 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