Collaborative Wealth Managment Inc. Vanguard Dividend Appreciation Transaction History
Collaborative Wealth Managment Inc.
- $215 Million
- Q3 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 6,376 shares of VIG stock, worth $1.16 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
6,376
Previous 6,443
1.04%
Holding current value
$1.16 Million
Previous $1.18 Million
1.28%
% of portfolio
0.54%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio