Capital Asset Advisory Services LLC Vanguard Dividend Appreciation Transaction History
Capital Asset Advisory Services LLC
- $2.01 Billion
- Q4 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 5,604 shares of VIG stock, worth $1.02 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,604
Previous 5,694
1.58%
Holding current value
$1.02 Million
Previous $1.04 Million
1.64%
% of portfolio
0.05%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares 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