Curtis Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Curtis Advisory Group, LLC
- $448 Million
- Q4 2025
A detailed history of Curtis Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 1,853 shares of VIG stock, worth $337,523. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,853
Previous 1,875
1.17%
Holding current value
$337,523
Previous $341,000
1.17%
% of portfolio
0.08%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,673Shares Held
226MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio