Sherman Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Sherman Wealth Management LLC
- $100 Billion
- Q4 2025
A detailed history of Sherman Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sherman Wealth Management LLC holds 49,874 shares of VIG stock, worth $9.08 Million. This represents 10.76% of its overall portfolio holdings.
Number of Shares
49,874Holding current value
$9.08 Million% of portfolio
10.76%Shares
2 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
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Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
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Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
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Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio