Lodestar Private Asset Management LLC Vanguard Dividend Appreciation Transaction History
Lodestar Private Asset Management LLC
- $701 Billion
- Q1 2024
A detailed history of Lodestar Private Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lodestar Private Asset Management LLC holds 122,527 shares of VIG stock, worth $22.3 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
122,527
Previous 119,463
2.56%
Holding current value
$22.3 Million
Previous $20.4 Billion
9.91%
% of portfolio
3.19%
Previous 3.12%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,143Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio