Leonard Rickey Investment Advisors P.L.L.C. Vanguard Dividend Appreciation Transaction History
Leonard Rickey Investment Advisors P.L.L.C.
- $523 Million
- Q3 2025
A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 5,732 shares of VIG stock, worth $1.04 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,732
Previous 5,701
0.54%
Holding current value
$1.04 Million
Previous $1.04 Million
0.58%
% of portfolio
0.2%
Previous 0.21%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,652Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio