Seneca Financial Advisors LLC Vanguard Dividend Appreciation Transaction History
Seneca Financial Advisors LLC
- $306 Billion
- Q3 2025
A detailed history of Seneca Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 146,988 shares of VIG stock, worth $26.8 Million. This represents 10.36% of its overall portfolio holdings.
Number of Shares
146,988
Previous 147,516
0.36%
Holding current value
$26.8 Million
Previous $30.2 Billion
5.06%
% of portfolio
10.36%
Previous 11.64%
Shares
20 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