Stokes Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History
Stokes Capital Advisors, LLC
- $381 Million
- Q4 2024
A detailed history of Stokes Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stokes Capital Advisors, LLC holds 42,607 shares of VIG stock, worth $7.76 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
42,607
Previous 42,453
0.36%
Holding current value
$7.76 Million
Previous $7.73 Million
0.36%
% of portfolio
2.04%
Previous 2.02%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,318Shares Held
211MCall 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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% 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