Lakeridge Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Lakeridge Wealth Management LLC

  • $166 Billion
  • Q2 2024

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 3,428 shares of VIG stock, worth $624,410. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,428
Previous 3,181 7.76%
Holding current value
$624,410
Previous $581 Million 7.73%
% of portfolio
0.38%
Previous 0.38%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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