Rockbridge Investment Management, Lcc Vanguard Dividend Appreciation Transaction History
Rockbridge Investment Management, Lcc
- $705 Billion
- Q2 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 3,547 shares of VIG stock, worth $646,086. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,547
Previous 3,513
0.97%
Holding current value
$646,086
Previous $642 Million
0.93%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio