Rockline Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Rockline Wealth Management, LLC

$472 Million
Q3 2025

A detailed history of Rockline Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rockline Wealth Management, LLC holds 1,020 shares of VIG stock, worth $185,793. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,020

Previous 1,945 47.56%

Holding current value

$185,793

Previous $398 Million 99.95%

% of portfolio

0.04%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	N/A	-925 Reduced 47.56%	1,020 $185,000
Q2 2025 Aug 05, 2025	SELL	N/A	-35 Reduced 1.77%	1,945 $398 Million
Q1 2025 Apr 21, 2025	SELL	N/A	-29 Reduced 1.44%	1,980 $384 Million
Q4 2024 Jan 24, 2025	SELL	N/A	-64 Reduced 3.09%	2,009 $393 Million
Q3 2024 Oct 17, 2024	SELL	$182.15 - $182.15 $5,646 - $5,646	-31 Reduced 1.47%	2,073 $411 Million

Q2 2024 Aug 01, 2024	BUY	$173.33 - $185.29 $8,319 - $8,893	48 Added 2.33%	2,104 $384 Million
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $44,981 - $48,855	267 Added 14.92%	2,056 $375 Million
Q4 2023 Jan 12, 2024	BUY	$150.16 - $171.16 $268,636 - $306,205	1,789 New	1,789 $305 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Rockline Wealth Management, LLC Vanguard Dividend Appreciation Transaction History