Lws Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 116,204 shares of VIG stock, worth $21.2 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
116,204
Previous 109,407 6.21%
Holding current value
$21.2 Million
Previous $17 Million 16.48%
% of portfolio
7.75%
Previous 7.74%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $1.02 Million - $1.16 Million
6,797 Added 6.21%
116,204 $19.8 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $112,339 - $120,704
723 Added 0.67%
109,407 $17 Million
Q2 2023

Jul 28, 2023
SELL
$152.74 - $162.43 $764,463 - $812,962
-5,005 Reduced 4.4%
108,684 $17.7 Million
Q1 2023

Apr 28, 2023
BUY
$147.24 - $158.33 $410,505 - $441,424
2,788 Added 2.51%
113,689 $17.5 Million
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $236,523 - $259,173
-1,633 Reduced 1.45%
110,901 $16.8 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-20 Reduced 0.02%
112,534 $15.2 Million
Q2 2022

Aug 05, 2022
BUY
N/A
2,389 Added 2.17%
112,554 $16.1 Million
Q1 2022

May 10, 2022
SELL
N/A
-950 Reduced 0.85%
110,165 $17.9 Million
Q4 2021

Feb 02, 2022
BUY
N/A
417 Added 0.38%
111,115 $19.1 Million
Q3 2021

Nov 09, 2021
BUY
N/A
2,824 Added 2.62%
110,698 $17 Million
Q2 2021

Jul 23, 2021
BUY
N/A
7,743 Added 7.73%
107,874 $16.7 Million
Q1 2021

Apr 29, 2021
BUY
N/A
2,294 Added 2.34%
100,131 $14.7 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-4,452 Reduced 4.35%
97,837 $13.8 Million
Q3 2020

Nov 10, 2020
SELL
N/A
-3,889 Reduced 3.66%
102,289 $13.2 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-79 Reduced 0.07%
106,178 $12.4 Million
Q1 2020

May 04, 2020
BUY
N/A
2,598 Added 2.51%
106,257 $11 Million
Q4 2019

Feb 06, 2020
BUY
N/A
103,659 New
103,659 $12.9 Million

Others Institutions Holding VIG

# of Institutions
2,222
Shares Held
202M
Call Options Held
463K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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