Councilmark Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Councilmark Asset Management, LLC
- $149 Billion
- Q3 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 4.1% of its overall portfolio holdings.
Number of Shares
30,820
Previous 30,820
-0.0%
Holding current value
$5.61 Million
Previous $5.63 Billion
8.5%
% of portfolio
4.1%
Previous 3.99%
Shares
1 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