Atlas Capital Advisors LLC Vanguard Dividend Appreciation Transaction History
Atlas Capital Advisors LLC
- $788 Billion
- Q4 2024
A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 13,076 shares of VIG stock, worth $2.38 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
13,076
Previous 14,127
7.44%
Holding current value
$2.38 Million
Previous $2.8 Billion
8.48%
% of portfolio
0.33%
Previous 0.43%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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