Rothschild Investment LLC Vanguard Dividend Appreciation Transaction History

Rothschild Investment LLC

$1.77 Trillion
Q3 2025

A detailed history of Rothschild Investment LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rothschild Investment LLC holds 81,263 shares of VIG stock, worth $14.8 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares

81,263

Previous 81,149 0.14%

Holding current value

$14.8 Million

Previous $16.6 Billion 5.58%

% of portfolio

0.99%

Previous 1.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	N/A	114 Added 0.14%	81,263 $17.5 Billion
Q2 2025 Aug 11, 2025	SELL	N/A	-663 Reduced 0.81%	81,149 $16.6 Billion
Q1 2025 Apr 08, 2025	BUY	N/A	1,489 Added 1.85%	81,812 $15.9 Billion
Q4 2024 Feb 04, 2025	BUY	N/A	868 Added 1.09%	80,323 $15.7 Billion
Q3 2024 Oct 18, 2024	BUY	$182.15 - $182.15 $350,820 - $350,820	1,926 Added 2.48%	79,455 $15.7 Billion

Q2 2024 Jul 30, 2024	BUY	$173.33 - $185.29 $13.4 Million - $14.4 Million	77,529 New	77,529 $14.2 Billion
Q1 2024 Jul 31, 2024	BUY	$168.47 - $182.98 $167,459 - $181,882	994 Added 1.31%	77,149 $14.1 Billion
Q4 2023 Jul 31, 2024	SELL	$150.16 - $171.16 $206,319 - $235,173	-1,374 Reduced 1.77%	76,155 $13 Billion

Others Institutions Holding VIG

# of Institutions

2,655

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Rothschild Investment LLC Vanguard Dividend Appreciation Transaction History