Collaborative Wealth Managment Inc. Vanguard Dividend Appreciation Transaction History
Collaborative Wealth Managment Inc.
- $200 Million
- Q2 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 6,443 shares of VIG stock, worth $1.17 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
6,443
Previous 7,157
9.98%
Holding current value
$1.17 Million
Previous $1.31 Million
9.95%
% of portfolio
0.59%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall 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