Root Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Root Financial Partners, LLC

  • $1.03 Trillion
  • Q2 2025

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 3,425 shares of VIG stock, worth $623,863. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,425
Previous 3,042 12.59%
Holding current value
$623,863
Previous $590 Million 18.78%
% of portfolio
0.07%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
383 Added 12.59%
3,425 $701 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-548 Reduced 15.26%
3,042 $590 Million
Q4 2024

Jan 29, 2025
BUY
N/A
1,024 Added 39.91%
3,590 $703 Million
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
2,594
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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