Worth Financial Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Worth Financial Advisory Group, LLC
- $152 Billion
- Q2 2024
A detailed history of Worth Financial Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 3,157 shares of VIG stock, worth $575,047. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,157
Previous 3,157
-0.0%
Holding current value
$575,047
Previous $577 Million
0.03%
% of portfolio
0.38%
Previous 0.4%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio