Elevated Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History
Elevated Capital Advisors, LLC
- $340 Million
- Q3 2024
A detailed history of Elevated Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 2,006 shares of VIG stock, worth $365,392. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,006
Previous 1,744
15.02%
Holding current value
$365,392
Previous $318,000
14.78%
% of portfolio
0.11%
Previous 0.09%
Shares
2 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