Leo Wealth, LLC Vanguard Dividend Appreciation Transaction History
Leo Wealth, LLC
- $1.12 Trillion
- Q4 2024
A detailed history of Leo Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leo Wealth, LLC holds 36,736 shares of VIG stock, worth $6.69 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
36,736
Previous 36,469
0.73%
Holding current value
$6.69 Million
Previous $7.22 Billion
0.4%
% of portfolio
0.64%
Previous 0.66%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio