Capital Advisors Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Capital Advisors Wealth Management, LLC
- $560 Million
- Q1 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 189,681 shares of VIG stock, worth $34.6 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
189,681
Previous 160,494
18.19%
Holding current value
$34.6 Million
Previous $29.2 Million
18.19%
% of portfolio
6.17%
Previous 5.26%
Shares
17 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio