Worth Financial Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Worth Financial Advisory Group, LLC
- $163 Billion
- Q2 2025
A detailed history of Worth Financial Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 3,599 shares of VIG stock, worth $655,557. This represents 0.45% of its overall portfolio holdings.
Number of Shares
3,599
Previous 3,599
-0.0%
Holding current value
$655,557
Previous $698 Million
5.51%
% of portfolio
0.45%
Previous 0.44%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,563Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio