Baron Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Baron Wealth Management LLC

$188 Billion
Q1 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 18,821 shares of VIG stock, worth $3.43 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

18,821

Previous 19,072 1.32%

Holding current value

$3.43 Million

Previous $3.25 Billion 5.75%

% of portfolio

1.82%

Previous 1.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,137

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Baron Wealth Management LLC Vanguard Dividend Appreciation Transaction History