Luminvest Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Luminvest Wealth Management LLC

  • $241 Billion
  • Q3 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 7,043 shares of VIG stock, worth $1.28 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
7,043
Previous 6,952 1.31%
Holding current value
$1.28 Million
Previous $1.27 Billion 9.92%
% of portfolio
0.58%
Previous 0.6%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$182.15 - $182.15 $16,575 - $16,575
91 Added 1.31%
7,043 $1.39 Billion
Q2 2024

Oct 30, 2024
BUY
$173.33 - $185.29 $1.2 Million - $1.29 Million
6,952 New
6,952 $1.27 Billion

Others Institutions Holding VIG

# of Institutions
2,220
Shares Held
202M
Call Options Held
464K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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