Capital Performance Advisors LLP Vanguard Dividend Appreciation Transaction History
Capital Performance Advisors LLP
- $597 Million
- Q3 2025
A detailed history of Capital Performance Advisors LLP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Performance Advisors LLP holds 21,381 shares of VIG stock, worth $3.89 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
21,381
Previous 21,292
0.42%
Holding current value
$3.89 Million
Previous $3.88 Million
0.41%
% of portfolio
0.65%
Previous 0.77%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares Held
258MCall 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