First National Bank Of South Miami Vanguard Dividend Appreciation Transaction History

First National Bank Of South Miami

$124 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 18, 2022	SELL	N/A	-475 Closed	0 $0
Q3 2021 Oct 07, 2021	BUY	N/A	475 New	475 $73,000

Others Institutions Holding VIG

# of Institutions

2,371

Shares Held

236M

Call Options Held

551K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio

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