Uniting Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
A detailed history of Uniting Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Uniting Wealth Partners, LLC holds 2,517 shares of VIG stock, worth $458,471. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,517
Previous 1,008
149.7%
Holding current value
$458,471
Previous $206 Million
164.32%
% of portfolio
0.13%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio