Leading Edge Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Leading Edge Financial Planning LLC

  • $439 Billion
  • Q4 2025

A detailed history of Leading Edge Financial Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leading Edge Financial Planning LLC holds 3,498 shares of VIG stock, worth $637,160. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,498
Previous 3,599 2.81%
Holding current value
$637,160
Previous $777 Million 1.01%
% of portfolio
0.18%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
N/A
-101 Reduced 2.81%
3,498 $769 Million
Q3 2025

Nov 12, 2025
SELL
N/A
-1 Reduced 0.03%
3,599 $777 Million
Q1 2025

Apr 23, 2025
BUY
N/A
3 Added 0.08%
3,600 $699 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-21 Reduced 0.58%
3,597 $705 Million
Q3 2024

Oct 23, 2024
SELL
$182.15 - $182.15 $57,923 - $57,923
-318 Reduced 8.08%
3,618 $717 Million
Q2 2024

Aug 01, 2024
BUY
$173.33 - $185.29 $3,639 - $3,891
21 Added 0.54%
3,936 $719 Million
Q1 2024

May 03, 2024
SELL
$168.47 - $182.98 $253,041 - $274,835
-1,502 Reduced 27.73%
3,915 $715 Million
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $3 Million - $3.42 Million
-19,967 Reduced 78.66%
5,417 $923 Million
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $892,813 - $959,294
-5,746 Reduced 18.46%
25,384 $3.94 Billion
Q2 2023

Jul 17, 2023
BUY
$152.74 - $162.43 $940,725 - $1 Million
6,159 Added 24.66%
31,130 $5.06 Billion
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $464,836 - $499,847
3,157 Added 14.47%
24,971 $3.85 Billion
Q4 2022

Mar 02, 2023
BUY
$144.84 - $158.71 $3.16 Million - $3.46 Million
21,814 New
21,814 $3.31 Billion

Others Institutions Holding VIG

# of Institutions
2,669
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Leading Edge Financial Planning LLC Portfolio

Follow Leading Edge Financial Planning LLC 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 Leading Edge Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leading Edge Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email