Luminvest Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Luminvest Wealth Management LLC

  • $248 Billion
  • Q4 2024

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 6,674 shares of VIG stock, worth $1.22 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
6,674
Previous 7,043 5.24%
Holding current value
$1.22 Million
Previous $1.39 Billion 6.31%
% of portfolio
0.53%
Previous 0.58%

Shares

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

Jan 28, 2025
SELL
N/A
-369 Reduced 5.24%
6,674 $1.31 Billion
Q3 2024

Oct 30, 2024
BUY
$182.15 - $182.15 $16,575 - $16,575
91 Added 1.31%
7,043 $1.39 Billion
Q2 2024

Oct 30, 2024
BUY
$173.33 - $185.29 $1.2 Million - $1.29 Million
6,952 New
6,952 $1.27 Billion

Others Institutions Holding VIG

# of Institutions
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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