Rockwood Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Rockwood Wealth Management, LLC
- $821 Billion
- Q2 2024
A detailed history of Rockwood Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 3,331 shares of VIG stock, worth $606,741. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,331
Previous 3,170
5.08%
Holding current value
$606,741
Previous $579 Million
5.04%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares 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