Carson Advisory Inc. Vanguard Dividend Appreciation Transaction History
Carson Advisory Inc.
- $151 Million
- Q3 2024
A detailed history of Carson Advisory Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Carson Advisory Inc. holds 4,747 shares of VIG stock, worth $864,666. This represents 0.57% of its overall portfolio holdings.
Number of Shares
4,747
Previous 4,080
16.35%
Holding current value
$864,666
Previous $744,000
16.13%
% of portfolio
0.57%
Previous 0.54%
Shares
12 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