Le Clair Wealth Partners LLC Vanguard Dividend Appreciation Transaction History
Le Clair Wealth Partners LLC
- $147 Billion
- Q2 2025
A detailed history of Le Clair Wealth Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Le Clair Wealth Partners LLC holds 13,272 shares of VIG stock, worth $2.42 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
13,272
Previous 13,323
0.38%
Holding current value
$2.42 Million
Previous $2.58 Billion
5.1%
% of portfolio
1.84%
Previous 1.86%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,594Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio