Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Rooted Wealth Advisors, Inc.

$227 Million
Q2 2024

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 39,611 shares of VIG stock, worth $7.22 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares

39,611

Previous 37,121 6.71%

Holding current value

$7.22 Million

Previous $6.69 Million 11.68%

% of portfolio

3.3%

Previous 3.3%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History