Sea Crest Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 16,951 shares of VIG stock, worth $3.09 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
16,951
Previous 16,915
0.21%
Holding current value
$3.09 Million
Previous $3.08 Million
0.19%
% of portfolio
0.34%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,475Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio