Avant Financial Advisors LLC Vanguard Dividend Appreciation Transaction History
Avant Financial Advisors LLC
- $139 Billion
- Q4 2025
A detailed history of Avant Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Avant Financial Advisors LLC holds 2,732 shares of VIG stock, worth $497,633. This represents 0.43% of its overall portfolio holdings.
Number of Shares
2,732
Previous 2,710
0.81%
Holding current value
$497,633
Previous $585 Million
2.66%
% of portfolio
0.43%
Previous 0.44%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,667Shares Held
226MCall 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