Smart Money Group LLC Vanguard Dividend Appreciation Transaction History
Smart Money Group LLC
- $254 Million
- Q4 2024
A detailed history of Smart Money Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Smart Money Group LLC holds 22,035 shares of VIG stock, worth $4.01 Million. This represents 1.58% of its overall portfolio holdings.
Number of Shares
22,035
Previous 22,493
2.04%
Holding current value
$4.01 Million
Previous $4.1 Million
2.05%
% of portfolio
1.58%
Previous 1.58%
Shares
30 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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