Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 57,639 shares of VIG stock, worth $10.5 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
57,639
Previous 54,313
6.12%
Holding current value
$10.5 Million
Previous $9.89 Million
6.12%
% of portfolio
3.41%
Previous 3.59%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,600Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio