Alteri Wealth LLC Vanguard Dividend Appreciation Transaction History
Alteri Wealth LLC
- $258 Billion
- Q2 2025
A detailed history of Alteri Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Alteri Wealth LLC holds 3,134 shares of VIG stock, worth $570,858. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,134
Previous 3,134
-0.0%
Holding current value
$570,858
Previous $608 Million
5.51%
% of portfolio
0.25%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,597Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio