Connecticut Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Connecticut Wealth Management, LLC
- $2.06 Billion
- Q3 2024
A detailed history of Connecticut Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 197,100 shares of VIG stock, worth $35.9 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
197,100
Previous 198,231
0.57%
Holding current value
$35.9 Million
Previous $36.2 Million
0.79%
% of portfolio
1.74%
Previous 1.87%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,267Shares 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