Leeward Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Leeward Financial Partners, LLC

  • $266 Million
  • Q1 2025

A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 12,570 shares of VIG stock, worth $2.29 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
12,570
Previous 15,548 19.15%
Holding current value
$2.29 Million
Previous $2.83 Million 19.17%
% of portfolio
0.86%
Previous 1.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-2,978 Reduced 19.15%
12,570 $2.29 Million
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $173 - $185
-1 Reduced 0.01%
15,548 $2.84 Million
Q4 2023

Jan 26, 2024
SELL
$150.16 - $171.16 $117,124 - $133,504
-780 Reduced 4.78%
15,549 $2.65 Million
Q3 2023

Oct 31, 2023
BUY
$155.38 - $166.95 $4,661 - $5,008
30 Added 0.18%
16,329 $2.54 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $1,374 - $1,461
9 Added 0.06%
16,299 $2.65 Million
Q4 2021

Jan 27, 2022
BUY
N/A
16,290 New
16,290 $2.8 Million

Others Institutions Holding VIG

# of Institutions
2,536
Shares Held
217M
Call Options Held
615K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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