A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 2,978 shares of VIG stock, worth $542,442. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,978
Previous 3,428 13.13%
Holding current value
$542,442
Previous $626 Million 5.75%
% of portfolio
0.32%
Previous 0.38%

Shares

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

Oct 07, 2024

SELL
$182.15 - $182.15 $81,967 - $81,967
-450 Reduced 13.13%
2,978 $590 Million
Q2 2024

Aug 01, 2024

BUY
$173.33 - $185.29 $42,812 - $45,766
247 Added 7.76%
3,428 $626 Million
Q1 2024

Apr 29, 2024

SELL
$168.47 - $182.98 $10,445 - $11,344
-62 Reduced 1.91%
3,181 $581 Million
Q4 2023

Feb 14, 2024

BUY
$150.16 - $171.16 $486,968 - $555,071
3,243 New
3,243 $553 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Lakeridge Wealth Management LLC Portfolio

Follow Lakeridge 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 Lakeridge Wealth Management LLC, based on Form 13F filings with the SEC.

News

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