Carson Allaria Wealth Management, Ltd. Vanguard Dividend Appreciation Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
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 105 shares of VIG stock, worth $19,125. This represents 0.01% of its overall portfolio holdings.
Number of Shares
105
Previous 104
0.96%
Holding current value
$19,125
Previous $18,000
5.56%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
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