Lodestone Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Lodestone Wealth Management LLC

  • $199 Billion
  • Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 1,315 shares of VIG stock, worth $239,527. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,315
Previous 1,424 7.65%
Holding current value
$239,527
Previous $282 Million 8.66%
% of portfolio
0.13%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
N/A
-109 Reduced 7.65%
1,315 $258 Million
Q3 2024

Oct 29, 2024
BUY
$182.15 - $182.15 $1,092 - $1,092
6 Added 0.42%
1,424 $282 Million
Q1 2024

Apr 30, 2024
SELL
$168.47 - $182.98 $5,559 - $6,038
-33 Reduced 2.27%
1,418 $259 Million
Q4 2023

Jan 24, 2024
BUY
$150.16 - $171.16 $217,882 - $248,353
1,451 New
1,451 $247 Million

Others Institutions Holding VIG

# of Institutions
2,318
Shares Held
211M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Lodestone Wealth Management LLC Portfolio

Follow Lodestone Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email