Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 52,492 shares of VIG stock, worth $9.56 Million. This represents 4.01% of its overall portfolio holdings.
Number of Shares
52,492
Previous 46,732
12.33%
Holding current value
$9.56 Million
Previous $9.14 Million
12.17%
% of portfolio
4.01%
Previous 4.08%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,346Shares Held
211MCall 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