Lji Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

A detailed history of Lji Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lji Wealth Management, LLC holds 2,736 shares of VIG stock, worth $498,362. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,736
Previous 2,734 0.07%
Holding current value
$498,362
Previous $499 Million 8.57%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$182.15 - $182.15 $364 - $364
2 Added 0.07%
2,736 $542 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $168 - $182
1 Added 0.04%
2,734 $499 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $600 - $684
4 Added 0.15%
2,733 $466 Million
Q3 2023

Feb 02, 2024
BUY
$155.38 - $166.95 $2,019 - $2,170
13 Added 0.48%
2,729 $424 Million
Q2 2023

Feb 02, 2024
SELL
$152.74 - $162.43 $15,274 - $16,243
-100 Reduced 3.55%
2,716 $441 Million
Q1 2023

Feb 02, 2024
BUY
$147.24 - $158.33 $66,552 - $71,565
452 Added 19.12%
2,816 $434 Million
Q4 2022

Jan 02, 2024
BUY
$144.84 - $158.71 $342,401 - $375,190
2,364 New
2,364 $359 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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