Carson Allaria Wealth Management, Ltd. Vanguard Dividend Appreciation Transaction History
Carson Allaria Wealth Management, Ltd.
- $167 Million
- Q1 2025
A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 106 shares of VIG stock, worth $19,307. This represents 0.01% of its overall portfolio holdings.
Number of Shares
106
Previous 105
0.95%
Holding current value
$19,307
Previous $19,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,542Shares 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
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio