Castle Rock Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Castle Rock Wealth Management, LLC
- $400 Million
- Q3 2024
A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 2,597 shares of VIG stock, worth $473,043. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,597
Previous 2,590
0.27%
Holding current value
$473,043
Previous $472,000
0.21%
% of portfolio
0.12%
Previous 0.12%
Shares
19 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