Lyell Wealth Management, LP Vanguard Dividend Appreciation Transaction History

Lyell Wealth Management, LP

  • $978 Million
  • Q1 2024

A detailed history of Lyell Wealth Management, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,743 shares of VIG stock, worth $317,487. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,743
Holding current value
$317,487
% of portfolio
0.03%

Shares

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

May 03, 2024
BUY
$168.47 - $182.98 $293,643 - $318,934
1,743 New
1,743 $318,000
Q3 2021

Nov 10, 2021
SELL
N/A
-1,501 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
N/A
1,501 New
1,501 $232,000
Q1 2021

May 07, 2021
SELL
N/A
-2,221 Closed
0 $0
Q3 2020

Nov 04, 2020
SELL
N/A
-735 Reduced 24.86%
2,221 $287,000
Q2 2020

Jul 30, 2020
SELL
N/A
-43 Reduced 1.43%
2,956 $348,000
Q1 2020

May 11, 2020
BUY
N/A
18 Added 0.6%
2,999 $310,000
Q4 2019

Feb 05, 2020
BUY
N/A
35 Added 1.19%
2,981 $372,000
Q3 2019

Nov 06, 2019
SELL
N/A
-550 Reduced 15.73%
2,946 $352,000
Q2 2019

Aug 01, 2019
SELL
N/A
-476 Reduced 11.98%
3,496 $403,000
Q1 2019

May 06, 2019
BUY
N/A
3,972 New
3,972 $437,000

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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