Seaside Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Seaside Wealth Management, Inc.
- $273 Million
- Q4 2024
A detailed history of Seaside Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Seaside Wealth Management, Inc. holds 3,735 shares of VIG stock, worth $680,330. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,735
Previous 3,703
0.86%
Holding current value
$680,330
Previous $674,000
0.89%
% of portfolio
0.25%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,473Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio