Rockline Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Rockline Wealth Management, LLC

  • $354 Billion
  • Q3 2024

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 2,073 shares of VIG stock, worth $377,596. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,073
Previous 2,104 1.47%
Holding current value
$377,596
Previous $384 Million 6.9%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,249
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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