Catalytic Wealth Ria, LLC Vanguard Dividend Appreciation Transaction History
Catalytic Wealth Ria, LLC
- $507 Billion
- Q2 2024
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 51,398 shares of VIG stock, worth $9.36 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
51,398
Previous 50,477
1.82%
Holding current value
$9.36 Million
Previous $9.22 Billion
1.79%
% of portfolio
1.85%
Previous 1.84%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio