Centurion Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Centurion Wealth Management LLC
- $320 Billion
- Q4 2024
A detailed history of Centurion Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Centurion Wealth Management LLC holds 16,241 shares of VIG stock, worth $2.96 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
16,241
Previous 16,120
0.75%
Holding current value
$2.96 Million
Previous $3.19 Billion
0.38%
% of portfolio
0.99%
Previous 1.02%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,479Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio