Live Oak Private Wealth LLC Vanguard Dividend Appreciation Transaction History

Live Oak Private Wealth LLC

  • $691 Million
  • Q3 2025

A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,228 shares of VIG stock, worth $223,680. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,228
Previous 1,228 -0.0%
Holding current value
$223,680
Previous $223,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
N/A
-34 Reduced 2.69%
1,228 $223,000
Q1 2025

Apr 22, 2025
BUY
N/A
97 Added 8.33%
1,262 $229,000
Q4 2024

Jan 28, 2025
BUY
N/A
50 Added 4.48%
1,165 $212,000
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $187,844 - $204,022
1,115 New
1,115 $203,000

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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