Lantern Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Lantern Wealth Advisors, LLC

  • $154 Billion
  • Q4 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 5,510 shares of VIG stock, worth $1 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
5,510
Previous 4,735 16.37%
Holding current value
$1 Million
Previous $938 Million 15.04%
% of portfolio
0.7%
Previous 0.65%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
N/A
775 Added 16.37%
5,510 $1.08 Billion
Q3 2024

Nov 14, 2024
SELL
$182.15 - $182.15 $63,388 - $63,388
-348 Reduced 6.85%
4,735 $938 Million
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
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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