Robinson Smith Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Robinson Smith Wealth Advisors LLC

  • $118 Billion
  • Q3 2024

A detailed history of Robinson Smith Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 9,983 shares of VIG stock, worth $1.82 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
9,983
Previous 10,714 6.82%
Holding current value
$1.82 Million
Previous $1.96 Billion 1.09%
% of portfolio
1.68%
Previous 1.72%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$182.15 - $182.15 $133,151 - $133,151
-731 Reduced 6.82%
9,983 $1.98 Billion
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $137,450 - $146,934
793 Added 7.99%
10,714 $1.96 Billion
Q1 2024

Apr 25, 2024
SELL
$168.47 - $182.98 $2,021 - $2,195
-12 Reduced 0.12%
9,921 $1.81 Billion
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $1.49 Million - $1.7 Million
9,933 New
9,933 $1.69 Billion

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Robinson Smith Wealth Advisors LLC Portfolio

Follow Robinson Smith Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robinson Smith Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robinson Smith Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email