Accredited Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Accredited Wealth Management, LLC
- $134 Billion
- Q3 2025
A detailed history of Accredited Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Accredited Wealth Management, LLC holds 2,230 shares of VIG stock, worth $406,194. This represents 4.0% of its overall portfolio holdings.
Number of Shares
2,230
Previous 25,230
91.16%
Holding current value
$406,194
Previous $5.19 Billion
3.6%
% of portfolio
4.0%
Previous 4.2%
Shares
4 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