Kerber Rose Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Kerber Rose Wealth Management, LLC
- $123 Million
- Q2 2022
A detailed history of Kerber Rose Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kerber Rose Wealth Management, LLC holds 21,390 shares of VIG stock, worth $3.9 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
21,390Holding current value
$3.9 Million% of portfolio
2.5%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,138Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
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Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
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Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio