Sea Crest Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Sea Crest Wealth Management, LLC
- $916 Million
- Q4 2024
A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 16,951 shares of VIG stock, worth $3.09 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
16,951
Previous 16,915
0.21%
Holding current value
$3.09 Million
Previous $3.08 Million
0.19%
% of portfolio
0.34%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,415Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio