Westmount Partners, LLC Vanguard Dividend Appreciation Transaction History
Westmount Partners, LLC
- $387 Billion
- Q3 2025
A detailed history of Westmount Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Westmount Partners, LLC holds 4,425 shares of VIG stock, worth $806,013. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,425
Previous 4,173
6.04%
Holding current value
$806,013
Previous $854 Million
12.38%
% of portfolio
0.25%
Previous 0.23%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall 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