Robinson Smith Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 1,528 shares of VBR stock, worth $323,172. This represents 0.25% of its overall portfolio holdings.
Number of Shares
1,528
Previous 1,500
1.87%
Holding current value
$323,172
Previous $288 Million
3.09%
% of portfolio
0.25%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VBR
# of Institutions
1,513Shares Held
90.1MCall Options Held
44.8KPut Options Held
24K-
Bank Of America Corp Charlotte, NC16.8MShares$3.55 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$820 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$811 Million1.81% of portfolio
-
Assetmark, Inc3.82MShares$807 Million2.2% of portfolio
-
Jones Financial Companies Lllp2.35MShares$497 Million0.5% of portfolio