Lake Street Financial LLC Vanguard Dividend Appreciation Transaction History

Lake Street Financial LLC

  • $713 Million
  • Q1 2024

A detailed history of Lake Street Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lake Street Financial LLC holds 15,143 shares of VIG stock, worth $2.76 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
15,143
Previous 15,383 1.56%
Holding current value
$2.76 Million
Previous $2.62 Million 5.49%
% of portfolio
0.39%
Previous 0.42%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$168.47 - $182.98 $40,432 - $43,915
-240 Reduced 1.56%
15,143 $2.77 Million
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $138,747 - $158,151
-924 Reduced 5.67%
15,383 $2.62 Million
Q3 2023

Oct 20, 2023
BUY
$155.38 - $166.95 $7,924 - $8,514
51 Added 0.31%
16,307 $2.53 Million
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $87,825 - $93,397
-575 Reduced 3.42%
16,256 $2.64 Million
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $12,957 - $13,933
-88 Reduced 0.52%
16,831 $2.59 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $84,586 - $92,686
584 Added 3.58%
16,919 $0
Q3 2022

Oct 21, 2022
BUY
N/A
495 Added 3.13%
16,335 $2.21 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-2,227 Reduced 12.33%
15,840 $2.27 Million
Q1 2022

May 09, 2022
BUY
N/A
11,535 Added 176.59%
18,067 $2.93 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-11,612 Reduced 64.0%
6,532 $1.06 Million
Q4 2021

Jan 24, 2022
BUY
N/A
10,156 Added 127.14%
18,144 $3.12 Million
Q1 2021

Apr 16, 2021
BUY
N/A
224 Added 2.89%
7,988 $1.18 Million
Q4 2020

Jan 19, 2021
BUY
N/A
4,863 Added 167.63%
7,764 $1.1 Million
Q3 2020

Oct 09, 2020
SELL
N/A
-450 Reduced 13.43%
2,901 $373,000
Q2 2020

Jul 14, 2020
SELL
N/A
-54 Reduced 1.59%
3,351 $392,000
Q1 2020

Apr 07, 2020
SELL
N/A
-1,059 Reduced 23.72%
3,405 $352,000
Q2 2019

Jul 29, 2019
SELL
N/A
-548 Reduced 10.93%
4,464 $514,000
Q1 2019

Apr 11, 2019
BUY
N/A
5,012 New
5,012 $550,000

Others Institutions Holding VIG

# of Institutions
2,138
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
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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