Colonial River Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Colonial River Wealth Management, LLC
- $186 Million
- Q2 2024
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 1,325 shares of VIG stock, worth $241,348. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,325
Previous 1,325
-0.0%
Holding current value
$241,348
Previous $241,000
-0.0%
% of portfolio
0.13%
Previous 0.14%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
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