Leo Wealth, LLC Vanguard Dividend Appreciation Transaction History

Leo Wealth, LLC

  • $1.29 Trillion
  • Q2 2025

A detailed history of Leo Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leo Wealth, LLC holds 37,287 shares of VIG stock, worth $6.79 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
37,287
Previous 35,473 5.11%
Holding current value
$6.79 Million
Previous $6.88 Billion 10.9%
% of portfolio
0.59%
Previous 0.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
BUY
N/A
1,814 Added 5.11%
37,287 $7.63 Billion
Q1 2025

May 02, 2025
SELL
N/A
-1,263 Reduced 3.44%
35,473 $6.88 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
267 Added 0.73%
36,736 $7.19 Billion
Q3 2024

Oct 21, 2024
SELL
$182.15 - $182.15 $107,832 - $107,832
-592 Reduced 1.6%
36,469 $7.22 Billion
Q1 2024

May 09, 2024
BUY
$168.47 - $182.98 $203,343 - $220,856
1,207 Added 3.37%
37,061 $6.77 Billion
Q4 2023

Mar 14, 2024
BUY
$150.16 - $171.16 $5.38 Million - $6.14 Million
35,854 New
35,854 $6.11 Billion

Others Institutions Holding VIG

# of Institutions
2,564
Shares Held
219M
Call Options Held
572K
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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