Leading Edge Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Leading Edge Financial Planning LLC

$305 Billion
Q4 2024

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 3,597 shares of VIG stock, worth $655,193. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,597

Previous 3,618 0.58%

Holding current value

$655,193

Previous $717 Million 1.7%

% of portfolio

0.23%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,477

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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Leading Edge Financial Planning LLC Vanguard Dividend Appreciation Transaction History