Wiser Wealth Management, Inc Vanguard Dividend Appreciation Transaction History
Wiser Wealth Management, Inc
- $432 Million
- Q3 2025
A detailed history of Wiser Wealth Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wiser Wealth Management, Inc holds 5,236 shares of VIG stock, worth $953,737. This represents 0.22% of its overall portfolio holdings.
Number of Shares
5,236
Previous 5,520
5.14%
Holding current value
$953,737
Previous $1.01 Million
5.17%
% of portfolio
0.22%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,652Shares 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