Root Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Root Financial Partners, LLC

  • $807 Billion
  • Q4 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Root Financial Partners, LLC holds 3,590 shares of VIG stock, worth $653,918. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,590
Previous 2,566 39.91%
Holding current value
$653,918
Previous $508 Million 38.33%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
N/A
1,024 Added 39.91%
3,590 $703 Million
Q3 2024

Oct 31, 2024
BUY
$182.15 - $182.15 $240,984 - $240,984
1,323 Added 106.44%
2,566 $508 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $215,449 - $230,315
1,243 New
1,243 $227 Million

Others Institutions Holding VIG

# of Institutions
2,404
Shares Held
239M
Call Options Held
595K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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