Golden State Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Golden State Wealth Management, LLC
- $667 Billion
- Q4 2024
A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 22,723 shares of VIG stock, worth $4.14 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
22,723
Previous 14,485
56.87%
Holding current value
$4.14 Million
Previous $2.35 Million
189342.36%
% of portfolio
0.67%
Previous 0.46%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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