Councilmark Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Councilmark Asset Management, LLC
- $149 Billion
- Q4 2024
A detailed history of Councilmark Asset Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Councilmark Asset Management, LLC holds 30,820 shares of VIG stock, worth $5.61 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
30,820
Previous 30,820
-0.0%
Holding current value
$5.61 Million
Previous $6.1 Billion
1.13%
% of portfolio
4.05%
Previous 4.1%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,482Shares Held
253MCall Options Held
578KPut Options Held
196K-
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