Spring Vest Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Spring Vest Wealth Management LLC
- $121 Billion
- Q1 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 1,600 shares of VIG stock, worth $291,440. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$291,440
Previous $313 Million
0.94%
% of portfolio
0.26%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,540Shares Held
218MCall Options Held
615KPut Options Held
134K-
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 LLC7.6MShares$1.38 Billion3.96% of portfolio