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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$168.47 - $182.98 $516,192 - $560,650
3,064 Added 2.56%
122,527 $22.4 Billion
Q4 2023

Jan 29, 2024

BUY
$150.16 - $171.16 $192,805 - $219,769
1,284 Added 1.09%
119,463 $20.4 Billion
Q3 2023

Oct 31, 2023

SELL
$155.38 - $166.95 $88,877 - $95,495
-572 Reduced 0.48%
118,179 $18.4 Billion
Q2 2023

Jul 27, 2023

SELL
$152.74 - $162.43 $65,372 - $69,520
-428 Reduced 0.36%
118,751 $19.3 Billion
Q1 2023

Apr 25, 2023

SELL
$147.24 - $158.33 $339,535 - $365,108
-2,306 Reduced 1.9%
119,179 $18.4 Billion
Q4 2022

Feb 02, 2023

BUY
$144.84 - $158.71 $17.6 Million - $19.3 Million
121,485 New
121,485 $18.4 Billion

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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