Caliber Wealth Management, LLC / Ks Vanguard Dividend Appreciation Transaction History
Caliber Wealth Management, LLC / Ks
- $733 Billion
- Q1 2025
A detailed history of Caliber Wealth Management, LLC / Ks transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 2,919 shares of VIG stock, worth $531,695. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,919Holding current value
$531,695% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,545Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
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Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
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Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio