D.B. Root & Company, LLC Vanguard Dividend Appreciation Transaction History

D.B. Root & Company, LLC

  • $296 Million
  • Q3 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 77,880 shares of VIG stock, worth $14.2 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
77,880
Previous 71,975 8.2%
Holding current value
$14.2 Million
Previous $13.1 Million 7.96%
% of portfolio
4.79%
Previous 4.54%

Shares

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

Oct 31, 2024
BUY
$182.15 - $182.15 $1.08 Million - $1.08 Million
5,905 Added 8.2%
77,880 $14.2 Million
Q2 2024

Jul 15, 2024
BUY
$173.33 - $185.29 $943,088 - $1.01 Million
5,441 Added 8.18%
71,975 $13.1 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $476,264 - $517,284
2,827 Added 4.44%
66,534 $12.1 Million
Q4 2023

Jan 16, 2024
SELL
$150.16 - $171.16 $355,428 - $405,135
-2,367 Reduced 3.58%
63,707 $10.9 Million
Q3 2023

Nov 03, 2023
BUY
$155.38 - $166.95 $218,153 - $234,397
1,404 Added 2.17%
66,074 $10.3 Million
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $35,741 - $38,008
-234 Reduced 0.36%
64,670 $10.5 Million
Q1 2023

Apr 18, 2023
BUY
$147.24 - $158.33 $826,899 - $889,181
5,616 Added 9.47%
64,904 $10 Million
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $91,104 - $99,828
629 Added 1.07%
59,288 $0
Q3 2022

Oct 26, 2022
BUY
N/A
3,641 Added 6.62%
58,659 $7.93 Million
Q2 2022

Jul 21, 2022
BUY
N/A
2,271 Added 4.31%
55,018 $7.89 Million
Q1 2022

May 06, 2022
BUY
N/A
6,353 Added 13.69%
52,747 $8.55 Million
Q4 2021

Feb 01, 2022
BUY
N/A
2,362 Added 5.36%
46,394 $7.97 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-250 Reduced 0.56%
44,032 $6.76 Million
Q2 2021

Jul 28, 2021
BUY
N/A
2,288 Added 5.45%
44,282 $6.85 Million
Q1 2021

May 04, 2021
BUY
N/A
10,599 Added 33.76%
41,994 $6.18 Million
Q4 2020

Feb 09, 2021
BUY
N/A
28,170 Added 873.49%
31,395 $4.43 Million
Q3 2020

Oct 22, 2020
BUY
N/A
788 Added 32.33%
3,225 $415,000
Q2 2020

Aug 06, 2020
BUY
N/A
45 Added 1.88%
2,437 $285,000
Q1 2020

Apr 29, 2020
BUY
N/A
2,392 New
2,392 $247,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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