Clear Point Advisors Inc. Vanguard Dividend Appreciation Transaction History
Clear Point Advisors Inc.
- $117 Billion
- Q4 2024
A detailed history of Clear Point Advisors Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clear Point Advisors Inc. holds 6,072 shares of VIG stock, worth $1.11 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
6,072
Previous 6,028
0.73%
Holding current value
$1.11 Million
Previous $1.19 Billion
0.41%
% of portfolio
1.02%
Previous 0.92%
Shares
5 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