Laidlaw Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Laidlaw Wealth Management LLC

  • $189 Million
  • Q3 2024

A detailed history of Laidlaw Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Laidlaw Wealth Management LLC holds 3,196 shares of VIG stock, worth $582,151. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,196
Previous 3,074 3.97%
Holding current value
$582,151
Previous $561,000 3.74%
% of portfolio
0.31%
Previous 0.33%

Shares

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

Nov 12, 2024
BUY
$182.15 - $182.15 $22,222 - $22,222
122 Added 3.97%
3,196 $582,000
Q2 2024

Aug 01, 2024
BUY
$173.33 - $185.29 $12,479 - $13,340
72 Added 2.4%
3,074 $561,000
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $493,954 - $536,497
-2,932 Reduced 49.41%
3,002 $548,000
Q4 2023

Feb 12, 2024
SELL
$150.16 - $171.16 $84,389 - $96,191
-562 Reduced 8.65%
5,934 $1.01 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $369,649 - $397,174
2,379 Added 57.78%
6,496 $1.01 Million
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $8,247 - $8,771
-54 Reduced 1.29%
4,117 $668,000
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $736 - $791
-5 Reduced 0.12%
4,171 $642,000
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $7,242 - $7,935
-50 Reduced 1.18%
4,176 $634,000
Q3 2022

Nov 14, 2022
SELL
N/A
-19 Reduced 0.45%
4,226 $571,000
Q2 2022

Aug 12, 2022
SELL
N/A
-678 Reduced 13.77%
4,245 $609,000
Q1 2022

May 12, 2022
BUY
N/A
74 Added 1.53%
4,923 $798,000
Q4 2021

Feb 14, 2022
BUY
N/A
4,849 New
4,849 $833,000
Q1 2021

May 17, 2021
SELL
N/A
-4,257 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
1,059 Added 33.11%
4,257 $601,000
Q3 2020

Nov 16, 2020
BUY
N/A
246 Added 8.33%
3,198 $411,000
Q2 2020

Aug 19, 2020
SELL
N/A
-342,942 Reduced 99.15%
2,952 $346,000
Q2 2020

Aug 13, 2020
BUY
N/A
343,004 Added 11868.65%
345,894 $3,000
Q1 2020

May 15, 2020
BUY
N/A
307 Added 11.89%
2,890 $299,000
Q4 2019

Feb 14, 2020
BUY
N/A
2,583 New
2,583 $322,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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