D.B. Root & Company, LLC Vanguard Dividend Appreciation Transaction History
D.B. Root & Company, LLC
- $320 Million
- Q2 2025
A detailed history of D.B. Root & Company, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, D.B. Root & Company, LLC holds 78,842 shares of VIG stock, worth $14.4 Million. This represents 4.49% of its overall portfolio holdings.
Number of Shares
78,842
              Previous 82,066
              
        
           3.93%
        
      
          
        Holding current value
$14.4 Million
            Previous $14.9 Million
            
        
           3.93%
        
      
          
        % of portfolio
4.49%
            Previous 5.02%
          
        Shares
	  22 transactions
	
  Others Institutions Holding VIG
# of Institutions
2,611Shares Held
259MCall Options Held
478KPut Options Held
113K- 
    
      Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
- 
    
      Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio