Rooted Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Rooted Wealth Advisors, Inc.
- $224 Million
- Q3 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 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
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio