Castlekeep Investment Advisors LLC Vanguard Dividend Appreciation Transaction History
Castlekeep Investment Advisors LLC
- $37.6 Trillion
- Q4 2024
A detailed history of Castlekeep Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Castlekeep Investment Advisors LLC holds 6,401,095 shares of VIG stock, worth $1.17 Billion. This represents 0.74% of its overall portfolio holdings.
Number of Shares
6,401,095
Previous 10,084
63377.74%
Holding current value
$1.17 Billion
Previous $1.84 Billion
14955.26%
% of portfolio
0.74%
Previous 1.42%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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