Lutz Financial Services LLC Vanguard Dividend Appreciation Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,760 shares of VIG stock, worth $684,884. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,760
Previous 3,760 -0.0%
Holding current value
$684,884
Previous $684,000 -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $7,637 - $8,121
-50 Reduced 1.31%
3,760 $610,000
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $4,711 - $5,066
32 Added 0.85%
3,810 $586,000
Q3 2022

Oct 21, 2022
SELL
N/A
-112 Reduced 2.88%
3,778 $511,000
Q2 2022

Jul 20, 2022
BUY
N/A
3,890 New
3,890 $558,000
Q1 2020

Apr 27, 2020
SELL
N/A
-4,602 Closed
0 $0
Q1 2019

May 06, 2019
SELL
N/A
-52,989 Reduced 92.01%
4,602 $505,000
Q4 2018

Feb 13, 2019
BUY
N/A
50,954 Added 767.73%
57,591 $5.64 Million
Q3 2018

Nov 13, 2018
BUY
N/A
6,637 New
6,637 $735,000

Others Institutions Holding VIG

# of Institutions
2,657
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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