Rooted Wealth Advisors, Inc. VIG Holdings History
Rooted Wealth Advisors, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 54,313.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.18 Mil. This investment constitutes 3.87% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q4. And since then Rooted Wealth Advisors, Inc. has made 10 purchases of VIG, at an average price of $165.64, for a total of 54,313.00 shares. Based on historical transaction data and VIG's current price of $206.10, Rooted Wealth Advisors, Inc.'s estimated gain on his VIG holdings is $2.20 Mil, reflecting a 24.43% gain to date.
Rooted Wealth Advisors, Inc. VIG ($206.10) Holding Chart
Rooted Wealth Advisors, Inc. VIG ($206.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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