Root Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Root Financial Partners, LLC holds 2,566 shares of VIG stock, worth $467,396. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,566
Previous 1,243 106.44%
Holding current value
$467,396
Previous $227 Million 124.02%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Oct 31, 2024
BUY
$182.15 - $182.15 $240,984 - $240,984
1,323 Added 106.44%
2,566 $508 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $215,449 - $230,315
1,243 New
1,243 $227 Million

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
  • Industry ETFs
More about VIG
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