Cpa Asset Management LLC Vanguard Dividend Appreciation Transaction History
Cpa Asset Management LLC
- $215 Billion
- Q4 2024
A detailed history of Cpa Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cpa Asset Management LLC holds 18,632 shares of VIG stock, worth $3.39 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
18,632
Previous 18,645
0.07%
Holding current value
$3.39 Million
Previous $3.69 Billion
1.19%
% of portfolio
1.7%
Previous 1.78%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,494Shares 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