Spire Wealth Management Vanguard Dividend Appreciation Transaction History
Spire Wealth Management
- $2.7 Billion
- Q2 2025
A detailed history of Spire Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Spire Wealth Management holds 19,213 shares of VIG stock, worth $3.5 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
19,213
Previous 23,848
19.44%
Holding current value
$3.5 Million
Previous $4.34 Million
19.43%
% of portfolio
0.13%
Previous 0.14%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,597Shares 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