Wilbanks Smith & Thomas Asset Management LLC Vanguard Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Vanguard stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 22,063 shares of VGSH stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
22,063
Previous 36,648
39.8%
Holding current value
$1.28 Million
Previous $2.14 Million
40.06%
% of portfolio
0.04%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding VGSH
# of Institutions
887Shares Held
240MCall Options Held
39.3KPut Options Held
58.6K-
Jpmorgan Chase & CO New York, NY32.9MShares$1.9 Billion0.17% of portfolio
-
Morgan Stanley New York, NY21.8MShares$1.26 Billion0.1% of portfolio
-
Goldman Sachs Group Inc New York, NY6.85MShares$396 Million0.07% of portfolio
-
Orgel Wealth Management, LLC6.81MShares$394 Million11.23% of portfolio
-
Envestnet Asset Management Inc6.73MShares$389 Million0.15% of portfolio