D.B. Root & Company, LLC Vanguard Dividend Appreciation Transaction History
D.B. Root & Company, LLC
- $304 Million
- Q4 2024
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 78,345 shares of VIG stock, worth $14.3 Million. This represents 4.69% of its overall portfolio holdings.
Number of Shares
78,345
Previous 77,880
0.6%
Holding current value
$14.3 Million
Previous $14.2 Million
0.6%
% of portfolio
4.69%
Previous 4.79%
Shares
20 transactions
Others Institutions Holding VIG
# of Institutions
2,475Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio