Lyell Wealth Management, LP Vanguard Dividend Appreciation Transaction History

Lyell Wealth Management, LP

$1.1 Billion
Q4 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 1,810 shares of VIG stock, worth $329,691. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,810

Previous 1,743 3.84%

Holding current value

$329,691

Previous $317,000 3.79%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	N/A	67 Added 3.84%	1,810 $329,000
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

2,490

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lyell Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Lyell Wealth Management, LP with notifications on news.

Account

Lyell Wealth Management, LP Vanguard Dividend Appreciation Transaction History