Connecticut Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Connecticut Wealth Management, LLC
- $1.93 Billion
- Q2 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 198,231 shares of VIG stock, worth $36.1 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
198,231
Previous 200,867
1.31%
Holding current value
$36.1 Million
Previous $36.7 Million
1.34%
% of portfolio
1.87%
Previous 1.95%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall 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