Summit Wealth Group LLC / CO Vanguard Dividend Appreciation Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 1,162 shares of VIG stock, worth $211,658. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,162Holding current value
$211,658% of portfolio
0.06%Shares
1 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
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Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
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Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio