Leo H. Evart, Inc. Vanguard Dividend Appreciation Transaction History

Leo H. Evart, Inc.

$65.2 Billion
Q3 2023

A detailed history of Leo H. Evart, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Leo H. Evart, Inc. holds 18,478 shares of VIG stock, worth $3.37 Million. This represents 4.41% of its overall portfolio holdings.

Number of Shares

18,478

Previous 20,259 8.79%

Holding current value

$3.37 Million

Previous $3.29 Billion 12.75%

% of portfolio

4.41%

Previous 4.57%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$155.38 - $166.95 $276,731 - $297,337	-1,781 Reduced 8.79%	18,478 $2.87 Billion
Q2 2023 Aug 04, 2023	SELL	$152.74 - $162.43 $55,597 - $59,124	-364 Reduced 1.77%	20,259 $3.29 Billion
Q1 2023 May 05, 2023	SELL	$147.24 - $158.33 $268,124 - $288,318	-1,821 Reduced 8.11%	20,623 $3.18 Billion
Q4 2022 Jan 19, 2023	SELL	$144.84 - $158.71 $1,738 - $1,904	-12 Reduced 0.05%	22,444 $3.41 Billion
Q3 2022 Nov 02, 2022	SELL	N/A	-1,013 Reduced 4.32%	22,456 $3.04 Million

Q2 2022 Jul 21, 2022	BUY	N/A	368 Added 1.59%	23,469 $3.37 Million
Q1 2022 May 11, 2022	BUY	N/A	100 Added 0.43%	23,101 $3.75 Million
Q4 2021 Mar 31, 2022	BUY	N/A	23,001 New	23,001 $3.95 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

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