Smi Advisory Services, LLC Vanguard Dividend Appreciation Transaction History
Smi Advisory Services, LLC
- $368 Million
- Q4 2024
A detailed history of Smi Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Smi Advisory Services, LLC holds 1,229 shares of VIG stock, worth $223,862. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,229
Previous 1,229
-0.0%
Holding current value
$223,862
Previous $223,000
-0.0%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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