Capital Advisors Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Capital Advisors Wealth Management, LLC
- $538 Million
- Q3 2024
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 154,295 shares of VIG stock, worth $28.1 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
154,295
Previous 153,600
0.45%
Holding current value
$28.1 Million
Previous $28 Million
0.23%
% of portfolio
5.23%
Previous 5.56%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio