Talisman Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Talisman Wealth Advisors LLC
- $120 Million
- Q3 2025
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,733 shares of VIG stock, worth $1.59 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
8,733
Previous 8,715
0.21%
Holding current value
$1.59 Million
Previous $1.59 Million
0.19%
% of portfolio
1.32%
Previous 1.45%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,654Shares 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