Clear Point Advisors Inc. Vanguard Dividend Appreciation Transaction History
Clear Point Advisors Inc.
- $119 Billion
- Q2 2025
A detailed history of Clear Point Advisors Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clear Point Advisors Inc. holds 6,030 shares of VIG stock, worth $1.1 Million. This represents 1.04% of its overall portfolio holdings.
Number of Shares
6,030
Previous 5,951
1.33%
Holding current value
$1.1 Million
Previous $1.15 Billion
6.91%
% of portfolio
1.04%
Previous 1.04%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,585Shares Held
257MCall 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