Lodestone Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,315 shares of VIG stock, worth $239,527. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,315
Previous 1,424 7.65%
Holding current value
$239,527
Previous $282 Million 8.66%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Jan 30, 2025
SELL
N/A
-109 Reduced 7.65%
1,315 $258 Million
Q3 2024

Oct 29, 2024
BUY
$182.15 - $182.15 $1,092 - $1,092
6 Added 0.42%
1,424 $282 Million
Q1 2024

Apr 30, 2024
SELL
$168.47 - $182.98 $5,559 - $6,038
-33 Reduced 2.27%
1,418 $259 Million
Q4 2023

Jan 24, 2024
BUY
$150.16 - $171.16 $217,882 - $248,353
1,451 New
1,451 $247 Million

Others Institutions Holding VIG

# of Institutions
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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