Robertson Stephens Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 664,918 shares of VIG stock, worth $121 Million. This represents 4.26% of its overall portfolio holdings.
Number of Shares
664,918
Previous 587,326
13.21%
Holding current value
$121 Million
Previous $107 Million
13.21%
% of portfolio
4.26%
Previous 3.9%
Shares
26 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio