Lm Advisors LLC Vanguard Dividend Appreciation Transaction History
Lm Advisors LLC
- $555 Million
- Q1 2025
A detailed history of Lm Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lm Advisors LLC holds 96,789 shares of VIG stock, worth $17.6 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
96,789
Previous 93,633
3.37%
Holding current value
$17.6 Million
Previous $18.3 Million
2.4%
% of portfolio
3.38%
Previous 3.28%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,564Shares Held
218MCall Options Held
572KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio