Carret Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Carret Asset Management, LLC
- $898 Million
- Q3 2024
A detailed history of Carret Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Carret Asset Management, LLC holds 6,320 shares of VIG stock, worth $1.15 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,320
Previous 6,044
4.57%
Holding current value
$1.15 Million
Previous $1.1 Million
4.35%
% of portfolio
0.13%
Previous 0.13%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall 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