Lm Advisors LLC Vanguard Dividend Appreciation Transaction History

Lm Advisors LLC

$572 Million
Q4 2024

A detailed history of Lm Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lm Advisors LLC holds 93,633 shares of VIG stock, worth $17.1 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares

93,633

Previous 85,117 10.01%

Holding current value

$17.1 Million

Previous $16.6 Million 10.45%

% of portfolio

3.21%

Previous 3.37%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	N/A	8,516 Added 10.01%	93,633 $18.3 Million
Q3 2024 Nov 07, 2024	SELL	$182.15 - $182.15 $319,491 - $319,491	-1,754 Reduced 2.02%	85,117 $16.6 Million
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $79,731 - $85,233	460 Added 0.53%	86,871 $15.6 Million
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $1.17 Million - $1.27 Million	-6,938 Reduced 7.43%	86,411 $15.5 Million
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $14 Million - $16 Million	93,349 New	93,349 $15.9 Billion

Others Institutions Holding VIG

# of Institutions

2,479

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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