Wealthquest Corp Vanguard Dividend Appreciation Transaction History
Wealthquest Corp
- $1.04 Billion
- Q2 2025
A detailed history of Wealthquest Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthquest Corp holds 3,353 shares of VIG stock, worth $610,748. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,353
Previous 3,519
4.72%
Holding current value
$610,748
Previous $640,000
4.69%
% of portfolio
0.06%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,597Shares 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
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio