Goal Vest Advisory LLC Vanguard Dividend Appreciation Transaction History
Goal Vest Advisory LLC
- $488 Million
- Q4 2025
A detailed history of Goal Vest Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Goal Vest Advisory LLC holds 598 shares of VIG stock, worth $108,925. This represents 0.02% of its overall portfolio holdings.
Number of Shares
598
Previous 598
-0.0%
Holding current value
$108,925
Previous $108,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,668Shares 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