Clarion Wealth Managment Partners, LLC Vanguard Dividend Appreciation Transaction History
Clarion Wealth Managment Partners, LLC
- $101 Billion
- Q3 2025
A detailed history of Clarion Wealth Managment Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clarion Wealth Managment Partners, LLC holds 1,730 shares of VIG stock, worth $315,119. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,730
Previous 1,735
0.29%
Holding current value
$315,119
Previous $355 Million
5.14%
% of portfolio
0.37%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,655Shares 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