Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 2025
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 54,313 shares of VIG stock, worth $9.89 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
54,313
Previous 53,219
2.06%
Holding current value
$9.89 Million
Previous $9.69 Million
2.06%
% of portfolio
3.59%
Previous 4.05%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,572Shares Held
220MCall Options Held
572KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio