Rothschild Investment LLC Vanguard Dividend Appreciation Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rothschild Investment LLC holds 79,455 shares of VIG stock, worth $14.5 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
79,455
Previous 77,529 2.48%
Holding current value
$14.5 Million
Previous $14.2 Billion 11.19%
% of portfolio
1.03%
Previous 0.99%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,250
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
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email