Centricity Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Centricity Wealth Management, LLC
- $110 Billion
- Q1 2025
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 12,650 shares of VIG stock, worth $2.3 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
12,650
Previous 12,523
1.01%
Holding current value
$2.3 Million
Previous $2.45 Billion
0.07%
% of portfolio
2.23%
Previous 2.29%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,508Shares Held
223MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.86MShares$1.25 Billion3.67% of portfolio