Canvas Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Canvas Wealth Advisors, LLC
- $470 Million
- Q2 2025
A detailed history of Canvas Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 1,614 shares of VIG stock, worth $293,990. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,614
Previous 1,357
18.94%
Holding current value
$293,990
Previous $247,000
18.62%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,586Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio