Copia Wealth Management Vanguard Dividend Appreciation Transaction History
Copia Wealth Management
- $108 Billion
- Q1 2025
A detailed history of Copia Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Copia Wealth Management holds 959 shares of VIG stock, worth $174,681. This represents 0.17% of its overall portfolio holdings.
Number of Shares
959
Previous 959
-0.0%
Holding current value
$174,681
Previous $188 Million
0.94%
% of portfolio
0.17%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,542Shares Held
218MCall Options Held
615KPut Options Held
134K-
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, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio