Catalytic Wealth Ria, LLC Vanguard Dividend Appreciation Transaction History
Catalytic Wealth Ria, LLC
- $573 Billion
- Q3 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 50,188 shares of VIG stock, worth $9.14 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
50,188
Previous 51,398
2.35%
Holding current value
$9.14 Million
Previous $9.38 Billion
5.94%
% of portfolio
1.74%
Previous 1.85%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio