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%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$173.33 - $185.29 $27,906 - $29,831	161 Added 5.08%	3,331 $608 Million
Q1 2024 Apr 22, 2024	BUY	$168.47 - $182.98 $167,627 - $182,065	995 Added 45.75%	3,170 $579 Million
Q4 2023 Jan 17, 2024	BUY	$150.16 - $171.16 $1,351 - $1,540	9 Added 0.42%	2,175 $371 Million
Q2 2023 Jul 20, 2023	BUY	$152.74 - $162.43 $1,374 - $1,461	9 Added 0.42%	2,166 $352 Million
Q4 2022 Jul 20, 2023	BUY	$144.84 - $158.71 $28,533 - $31,265	197 Added 10.05%	2,157 $328 Million
Q3 2022 Jul 20, 2023	SELL	N/A	-454 Reduced 18.81%	1,960 $265 Million
Q2 2022 Jul 20, 2023	BUY	N/A	833 Added 52.69%	2,414 $346 Million
Q1 2022 Jul 20, 2023	BUY	N/A	159 Added 11.18%	1,581 $256 Million
Q4 2021 Jul 20, 2023	BUY	N/A	1,422 New	1,422 $244 Million

Others Institutions Holding VIG

# of Institutions

2,188

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Rockwood Wealth Management, LLC Vanguard Dividend Appreciation Transaction History