Liberty Square Wealth Partners LLC Vanguard Dividend Appreciation Transaction History
Liberty Square Wealth Partners LLC
- $324 Billion
- Q3 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 6,185 shares of VIG stock, worth $1.13 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
6,185
Previous 6,976
11.34%
Holding current value
$1.13 Million
Previous $1.43 Billion
6.52%
% of portfolio
0.41%
Previous 0.49%
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