Wood Tarver Financial Group, LLC Vanguard Dividend Appreciation Transaction History
Wood Tarver Financial Group, LLC
- $332 Million
- Q2 2025
A detailed history of Wood Tarver Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wood Tarver Financial Group, LLC holds 3,697 shares of VIG stock, worth $673,408. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,697
Previous 3,986
7.25%
Holding current value
$673,408
Previous $726,000
4.13%
% of portfolio
0.23%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,594Shares 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