Rialto Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Rialto Wealth Management, LLC
- $363 Million
- Q3 2025
A detailed history of Rialto Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 491 shares of VIG stock, worth $89,435. This represents 0.02% of its overall portfolio holdings.
Number of Shares
491
Previous 495
0.81%
Holding current value
$89,435
Previous $90,000
1.11%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,657Shares Held
226MCall 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