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

2,495

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Lyell Wealth Management, LP Vanguard Dividend Appreciation Transaction History