Lodestar Private Asset Management LLC Vanguard Dividend Appreciation Transaction History
Lodestar Private Asset Management LLC
- $795 Million
- Q4 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 124,183 shares of VIG stock, worth $22.6 Million. This represents 2.85% of its overall portfolio holdings.
Number of Shares
124,183
Previous 123,153
0.84%
Holding current value
$22.6 Million
Previous $22.4 Million
0.83%
% of portfolio
2.85%
Previous 2.7%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,492Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio