Colonial River Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Colonial River Wealth Management, LLC
- $217 Million
- Q2 2025
A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 1,147 shares of VIG stock, worth $208,926. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,147
Previous 1,172
2.13%
Holding current value
$208,926
Previous $213,000
2.35%
% of portfolio
0.1%
Previous 0.12%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,571Shares Held
256MCall Options Held
548KPut Options Held
127K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio