Catalytic Wealth Ria, LLC Vanguard Dividend Appreciation Transaction History
Catalytic Wealth Ria, LLC
- $3.04 Trillion
- Q3 2025
A detailed history of Catalytic Wealth Ria, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Catalytic Wealth Ria, LLC holds 54,384 shares of VIG stock, worth $9.91 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
54,384
Previous 40,085
35.67%
Holding current value
$9.91 Million
Previous $8.2 Billion
43.04%
% of portfolio
0.39%
Previous 0.67%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,654Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio