Clear Point Advisors Inc. Vanguard Dividend Appreciation Transaction History
Clear Point Advisors Inc.
- $129 Billion
- Q3 2024
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 6,028 shares of VIG stock, worth $1.1 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
6,028
Previous 5,893
2.29%
Holding current value
$1.1 Million
Previous $1.08 Billion
10.98%
% of portfolio
0.92%
Previous 0.88%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio