Landmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Landmark Wealth Management, LLC

$216 Million
Q1 2024

A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 15,399 shares of VIG stock, worth $2.8 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

15,399

Previous 15,578 1.15%

Holding current value

$2.8 Million

Previous $2.65 Million 5.95%

% of portfolio

1.3%

Previous 1.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	SELL	$168.47 - $182.98 $30,156 - $32,753	-179 Reduced 1.15%	15,399 $2.81 Million
Q4 2023 Jan 22, 2024	BUY	$150.16 - $171.16 $12,913 - $14,719	86 Added 0.56%	15,578 $2.65 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $2.41 Million - $2.59 Million	15,492 New	15,492 $2.41 Million
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $412,713 - $443,798	2,803 Added 21.78%	15,670 $2.41 Million
Q4 2022 Jan 20, 2023	SELL	$144.84 - $158.71 $251,152 - $275,203	-1,734 Reduced 11.88%	12,867 $1.95 Million

Q3 2022 Oct 24, 2022	BUY	N/A	14,601 New	14,601 $1.97 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-14,369 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	N/A	-597 Reduced 3.99%	14,369 $0
Q4 2021 Jan 27, 2022	BUY	N/A	14,966 New	14,966 $3,000

Others Institutions Holding VIG

# of Institutions

2,139

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Landmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History