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 46,732 shares of VIG stock, worth $8.51 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares
46,732
Previous 39,611 17.98%
Holding current value
$8.51 Million
Previous $7.47 Million 22.31%
% of portfolio
4.08%
Previous 3.3%

Shares

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

Nov 12, 2024

BUY
$182.15 - $182.15 $1.3 Million - $1.3 Million
7,121 Added 17.98%
46,732 $9.14 Million
Q2 2024

Jul 25, 2024

BUY
$173.33 - $185.29 $431,591 - $461,372
2,490 Added 6.71%
39,611 $7.47 Million
Q1 2024

Apr 17, 2024

BUY
$168.47 - $182.98 $216,989 - $235,678
1,288 Added 3.59%
37,121 $6.69 Million
Q4 2023

Feb 07, 2024

BUY
$150.16 - $171.16 $633,975 - $722,637
4,222 Added 13.36%
35,833 $6.24 Million
Q3 2023

Nov 21, 2023

BUY
$155.38 - $166.95 $587,802 - $631,571
3,783 Added 13.59%
31,611 $5.13 Million
Q2 2023

Aug 03, 2023

BUY
$152.74 - $162.43 $165,111 - $175,586
1,081 Added 4.04%
27,828 $4.5 Million
Q1 2023

Apr 26, 2023

BUY
$147.24 - $158.33 $1.11 Million - $1.19 Million
7,528 Added 39.17%
26,747 $4.17 Million
Q4 2022

Feb 13, 2023

BUY
$144.84 - $158.71 $2.78 Million - $3.05 Million
19,219 New
19,219 $2.92 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.