Worth Financial Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Worth Financial Advisory Group, LLC
- $162 Billion
- Q4 2024
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 3,247 shares of VIG stock, worth $591,441. This represents 0.39% of its overall portfolio holdings.
Number of Shares
3,247
Previous 3,016
7.66%
Holding current value
$591,441
Previous $597 Million
6.45%
% of portfolio
0.39%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,475Shares 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
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio