Curtis Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Curtis Advisory Group, LLC
- $358 Million
- Q4 2024
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 1,975 shares of VIG stock, worth $359,746. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,975
Previous 1,875
5.33%
Holding current value
$359,746
Previous $341,000
5.28%
% of portfolio
0.1%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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