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
2,289Shares Held
199MCall 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