Baron Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Baron Wealth Management LLC

  • $208 Billion
  • Q3 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 18,374 shares of VIG stock, worth $3.35 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
18,374
Previous 18,316 0.32%
Holding current value
$3.35 Million
Previous $3.34 Billion 8.84%
% of portfolio
1.75%
Previous 1.73%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,249
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email