Compass Ion Advisors, LLC Vanguard Dividend Appreciation Transaction History
Compass Ion Advisors, LLC
- $781 Million
- Q1 2025
A detailed history of Compass Ion Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 42,868 shares of VIG stock, worth $7.81 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
42,868
Previous 42,886
0.04%
Holding current value
$7.81 Million
Previous $7.81 Million
0.04%
% of portfolio
1.0%
Previous 1.01%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio