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
Others Institutions Holding VIG
# of Institutions
2,368Shares Held
216MCall Options Held
551KPut 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