Capital Advisors, Ltd. LLC Vanguard Dividend Appreciation Transaction History
Capital Advisors, Ltd. LLC
- $806 Million
- Q3 2024
A detailed history of Capital Advisors, Ltd. LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 159,351 shares of VIG stock, worth $29 Million. This represents 3.91% of its overall portfolio holdings.
Number of Shares
159,351
Previous 162,950
2.21%
Holding current value
$29 Million
Previous $29.7 Million
6.1%
% of portfolio
3.91%
Previous 3.86%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio