True Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
True Wealth Advisors, LLC
- $276 Million
- Q2 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,588 shares of VIG stock, worth $1.75 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
9,588
Previous 9,833
2.49%
Holding current value
$1.75 Million
Previous $1.79 Million
2.51%
% of portfolio
0.63%
Previous 0.71%
Shares
20 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, PA10.5MShares$1.91 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio