Landmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Landmark Wealth Management, LLC

$230 Million
Q3 2024

A detailed history of Landmark Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 14,581 shares of VIG stock, worth $2.66 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

14,581

Holding current value

$2.66 Million

% of portfolio

1.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$182.15 - $182.15 $2.66 Million - $2.66 Million	14,581 New	14,581 $2.89 Million
Q1 2024 Apr 24, 2024	SELL	$168.47 - $182.98 $30,156 - $32,753	-179 Reduced 1.15%	15,399 $2.81 Million
Q4 2023 Jan 22, 2024	BUY	$150.16 - $171.16 $12,913 - $14,719	86 Added 0.56%	15,578 $2.65 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $2.41 Million - $2.59 Million	15,492 New	15,492 $2.41 Million
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $412,713 - $443,798	2,803 Added 21.78%	15,670 $2.41 Million
Q4 2022 Jan 20, 2023	SELL	$144.84 - $158.71 $251,152 - $275,203	-1,734 Reduced 11.88%	12,867 $1.95 Million
Q3 2022 Oct 24, 2022	BUY	N/A	14,601 New	14,601 $1.97 Million
Q2 2022 Jul 21, 2022	SELL	N/A	-14,369 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	N/A	-597 Reduced 3.99%	14,369 $0
Q4 2021 Jan 27, 2022	BUY	N/A	14,966 New	14,966 $3,000

Others Institutions Holding VIG

# of Institutions

2,225

Shares Held

203M

Call Options Held

463K

Put Options Held

225K

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 Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History