Leonard Rickey Investment Advisors P.L.L.C. Vanguard Dividend Appreciation Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $471 Million
  • Q1 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 5,563 shares of VIG stock, worth $1.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,563
Previous 5,539 0.43%
Holding current value
$1.01 Million
Previous $1.01 Million 0.5%
% of portfolio
0.21%
Previous 0.23%

Shares

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

Apr 15, 2025
BUY
N/A
24 Added 0.43%
5,563 $1.01 Million
Q4 2024

Jan 16, 2025
SELL
N/A
-9 Reduced 0.16%
5,539 $1.01 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $8,014 - $8,014
44 Added 0.8%
5,548 $1.01 Million
Q2 2024

Jul 24, 2024
SELL
$173.33 - $185.29 $9,359 - $10,005
-54 Reduced 0.97%
5,504 $1 Million
Q1 2024

Apr 18, 2024
BUY
$168.47 - $182.98 $1,516 - $1,646
9 Added 0.16%
5,558 $1.01 Million
Q4 2023

Jan 23, 2024
BUY
$150.16 - $171.16 $3,904 - $4,450
26 Added 0.47%
5,549 $945,000
Q3 2023

Oct 17, 2023
BUY
$155.38 - $166.95 $46,458 - $49,918
299 Added 5.72%
5,523 $858,000
Q1 2023

Apr 20, 2023
SELL
$147.24 - $158.33 $12,220 - $13,141
-83 Reduced 1.56%
5,224 $804,000
Q4 2022

Jan 27, 2023
SELL
$144.84 - $158.71 $6,952 - $7,618
-48 Reduced 0.9%
5,307 $0
Q3 2022

Oct 31, 2022
BUY
N/A
20 Added 0.37%
5,355 $724,000
Q2 2022

Jul 25, 2022
BUY
N/A
3 Added 0.06%
5,335 $765,000
Q1 2022

Apr 19, 2022
SELL
N/A
-229 Reduced 4.12%
5,332 $865,000
Q4 2021

Feb 01, 2022
SELL
N/A
-20 Reduced 0.36%
5,561 $955,000
Q3 2021

Oct 25, 2021
BUY
N/A
3 Added 0.05%
5,581 $857,000
Q2 2021

Jul 27, 2021
SELL
N/A
-143 Reduced 2.5%
5,578 $881,000
Q1 2021

May 06, 2021
BUY
N/A
119 Added 2.12%
5,721 $841,000
Q4 2020

Jan 22, 2021
SELL
N/A
-42 Reduced 0.74%
5,602 $791,000
Q3 2020

Oct 16, 2020
SELL
N/A
-154 Reduced 2.66%
5,644 $726,000
Q2 2020

Jul 21, 2020
BUY
N/A
384 Added 7.09%
5,798 $679,000
Q1 2020

Apr 28, 2020
SELL
N/A
-62 Reduced 1.13%
5,414 $560,000
Q4 2019

Jan 07, 2020
BUY
N/A
1 Added 0.02%
5,476 $683,000
Q3 2019

Oct 17, 2019
BUY
N/A
808 Added 17.31%
5,475 $655,000
Q2 2019

Jul 10, 2019
SELL
N/A
-396 Reduced 7.82%
4,667 $537,000
Q1 2019

Apr 10, 2019
SELL
N/A
-8 Reduced 0.16%
5,063 $555,000
Q4 2018

Jan 17, 2019
BUY
N/A
88 Added 1.77%
5,071 $497,000
Q3 2018

Oct 23, 2018
SELL
N/A
-944 Reduced 15.93%
4,983 $552,000
Q2 2018

Jul 17, 2018
SELL
N/A
-726 Reduced 10.91%
5,927 $602,000
Q1 2018

Apr 25, 2018
SELL
N/A
-1,226 Reduced 15.56%
6,653 $672,000
Q4 2017

Feb 14, 2018
BUY
N/A
7,879
7,879 $804,000

Others Institutions Holding VIG

# of Institutions
2,542
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Leonard Rickey Investment Advisors P.L.L.C. Portfolio

Follow Leonard Rickey Investment Advisors P.L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Leonard Rickey Investment Advisors P.L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Leonard Rickey Investment Advisors P.L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email