Spring Vest Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 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 0.27% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$291,440
Previous $310 Million
5.95%
% of portfolio
0.27%
Previous 0.26%
Shares
1 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