Curio Wealth, LLC Vanguard Dividend Appreciation Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Curio Wealth, LLC holds 132 shares of VIG stock, worth $24,043. This represents 0.01% of its overall portfolio holdings.

Number of Shares

132

Holding current value

$24,043

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	N/A	132 New	132 $25.9 Million

Others Institutions Holding VIG

# of Institutions

2,440

Shares Held

241M

Call Options Held

651K

Put Options Held

193K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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