True Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
True Wealth Advisors, LLC
- $307 Million
- Q4 2025
A detailed history of True Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,770 shares of VIG stock, worth $1.78 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
9,770
Previous 9,577
2.02%
Holding current value
$1.78 Million
Previous $1.74 Million
2.01%
% of portfolio
0.58%
Previous 0.6%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,688Shares Held
228MCall 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