Worth Financial Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Worth Financial Advisory Group, LLC
- $178 Billion
- Q3 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 3,703 shares of VIG stock, worth $674,501. This represents 0.45% of its overall portfolio holdings.
Number of Shares
3,703
Previous 3,599
2.89%
Holding current value
$674,501
Previous $737 Million
8.48%
% of portfolio
0.45%
Previous 0.45%
Shares
10 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