Yoder Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Yoder Wealth Management, Inc.
- $211 Billion
- Q3 2025
A detailed history of Yoder Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 37,381 shares of VIG stock, worth $6.81 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
37,381
Previous 39,852
6.2%
Holding current value
$6.81 Million
Previous $8.16 Billion
1.1%
% of portfolio
3.82%
Previous 4.25%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares 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