Baron Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Baron Wealth Management LLC

$212 Billion
Q4 2024

A detailed history of Baron Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baron Wealth Management LLC holds 18,476 shares of VIG stock, worth $3.37 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

18,476

Previous 18,374 0.56%

Holding current value

$3.37 Million

Previous $3.64 Billion 0.58%

% of portfolio

1.7%

Previous 1.75%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	N/A	102 Added 0.56%	18,476 $3.62 Billion
Q3 2024 Nov 07, 2024	BUY	$182.15 - $182.15 $10,564 - $10,564	58 Added 0.32%	18,374 $3.64 Billion
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $87,531 - $93,571	-505 Reduced 2.68%	18,316 $3.34 Billion
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $42,285 - $45,927	-251 Reduced 1.32%	18,821 $3.44 Billion
Q4 2023 Jan 04, 2024	BUY	$150.16 - $171.16 $148,057 - $168,763	986 Added 5.45%	19,072 $3.25 Billion
Q3 2023 Nov 01, 2023	BUY	$155.38 - $166.95 $11,808 - $12,688	76 Added 0.42%	18,086 $2.81 Billion
Q1 2023 May 10, 2023	SELL	$147.24 - $158.33 $1.09 Million - $1.17 Million	-7,407 Reduced 29.14%	18,010 $2.77 Million
Q4 2022 Jun 06, 2023	BUY	$144.84 - $158.71 $1.07 Million - $1.18 Million	7,407 Added 41.13%	25,417 $3.86 Billion
Q4 2022 Apr 04, 2023	BUY	$144.84 - $158.71 $3.68 Million - $4.03 Million	25,417 New	25,417 $3.86 Million

Others Institutions Holding VIG

# of Institutions

2,484

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Account

Baron Wealth Management LLC Vanguard Dividend Appreciation Transaction History