Rockwood Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Rockwood Wealth Management, LLC

  • $909 Billion
  • Q3 2024

A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,516 shares of VIG stock, worth $640,439. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,516
Previous 3,331 5.55%
Holding current value
$640,439
Previous $608 Million 14.53%
% of portfolio
0.08%
Previous 0.07%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $33,697 - $33,697
185 Added 5.55%
3,516 $696 Million
Q2 2024

Jul 26, 2024
BUY
$173.33 - $185.29 $27,906 - $29,831
161 Added 5.08%
3,331 $608 Million
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $167,627 - $182,065
995 Added 45.75%
3,170 $579 Million
Q4 2023

Jan 17, 2024
BUY
$150.16 - $171.16 $1,351 - $1,540
9 Added 0.42%
2,175 $371 Million
Q2 2023

Jul 20, 2023
BUY
$152.74 - $162.43 $1,374 - $1,461
9 Added 0.42%
2,166 $352 Million
Q4 2022

Jul 20, 2023
BUY
$144.84 - $158.71 $28,533 - $31,265
197 Added 10.05%
2,157 $328 Million
Q3 2022

Jul 20, 2023
SELL
N/A
-454 Reduced 18.81%
1,960 $265 Million
Q2 2022

Jul 20, 2023
BUY
N/A
833 Added 52.69%
2,414 $346 Million
Q1 2022

Jul 20, 2023
BUY
N/A
159 Added 11.18%
1,581 $256 Million
Q4 2021

Jul 20, 2023
BUY
N/A
1,422 New
1,422 $244 Million

Others Institutions Holding VIG

# of Institutions
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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