Spring Vest Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
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 0.27% of its overall portfolio holdings.
Number of Shares
1,600Holding current value
$291,440% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio