Spring Vest Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 1,600 shares of VIG stock, worth $291,440. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$291,440
Previous $329 Million
4.99%
% of portfolio
0.25%
Previous 0.27%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,655Shares 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