Lantern Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Lantern Wealth Advisors, LLC

  • $138 Billion
  • Q2 2024

A detailed history of Lantern Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lantern Wealth Advisors, LLC holds 5,083 shares of VIG stock, worth $925,868. This represents 0.67% of its overall portfolio holdings.

Number of Shares
5,083
Previous 5,363 5.22%
Holding current value
$925,868
Previous $979 Million 5.25%
% of portfolio
0.67%
Previous 0.69%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $48,532 - $51,881
-280 Reduced 5.22%
5,083 $928 Million
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $279,997 - $304,112
1,662 Added 44.91%
5,363 $979 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $555,742 - $633,463
3,701 New
3,701 $631 Million

Others Institutions Holding VIG

# of Institutions
2,193
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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