Lakeridge Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Lakeridge Wealth Management LLC

$220 Billion
Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 3,229 shares of VIG stock, worth $588,162. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,229

Previous 2,955 9.27%

Holding current value

$588,162

Previous $638 Million 11.3%

% of portfolio

0.32%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	N/A	274 Added 9.27%	3,229 $710 Million
Q3 2025 Oct 17, 2025	BUY	N/A	1 Added 0.03%	2,955 $638 Million
Q2 2025 Aug 07, 2025	BUY	N/A	210 Added 7.65%	2,954 $604 Million
Q1 2025 Apr 16, 2025	SELL	N/A	-265 Reduced 8.81%	2,744 $532 Million
Q4 2024 Jan 30, 2025	BUY	N/A	31 Added 1.04%	3,009 $589 Million

Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $81,967 - $81,967	-450 Reduced 13.13%	2,978 $590 Million
Q2 2024 Aug 01, 2024	BUY	$173.33 - $185.29 $42,812 - $45,766	247 Added 7.76%	3,428 $626 Million
Q1 2024 Apr 29, 2024	SELL	$168.47 - $182.98 $10,445 - $11,344	-62 Reduced 1.91%	3,181 $581 Million
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $486,968 - $555,071	3,243 New	3,243 $553 Million

Others Institutions Holding VIG

# of Institutions

2,659

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Lakeridge Wealth Management LLC Vanguard Dividend Appreciation Transaction History