Lodestar Private Asset Management LLC Vanguard Dividend Appreciation Transaction History
Lodestar Private Asset Management LLC
- $772 Million
- Q2 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 123,536 shares of VIG stock, worth $22.5 Million. This represents 2.92% of its overall portfolio holdings.
Number of Shares
123,536
Previous 122,527
0.82%
Holding current value
$22.5 Million
Previous $22.4 Billion
99.9%
% of portfolio
2.92%
Previous 3.19%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,194Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio