Centricity Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Centricity Wealth Management, LLC
- $107 Billion
- Q4 2024
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 12,523 shares of VIG stock, worth $2.28 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
12,523Holding current value
$2.28 Million% of portfolio
2.29%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,498Shares Held
234MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
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Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio