Lakeridge Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

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 2,744 shares of VIG stock, worth $499,819. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,744
Previous 3,009 8.81%
Holding current value
$499,819
Previous $589 Million 9.68%
% of portfolio
0.27%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-265 Reduced 8.81%
2,744 $532 Million
Q4 2024

Jan 30, 2025
BUY
N/A
31 Added 1.04%
3,009 $589 Million
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

# of Institutions
2,562
Shares Held
218M
Call Options Held
572K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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