Robinson Smith Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 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 10,714 shares of VIG stock, worth $1.95 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
10,714
Previous 9,921
7.99%
Holding current value
$1.95 Million
Previous $1.81 Billion
7.97%
% of portfolio
1.72%
Previous 1.74%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,241Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio