Cassaday & CO Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Cassaday & CO Wealth Management LLC
- $3.53 Billion
- Q3 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 9,054 shares of VIG stock, worth $1.65 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,054
Previous 9,492
4.61%
Holding current value
$1.65 Million
Previous $1.73 Million
4.79%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,250Shares Held
204MCall 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
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio