Blue Chip Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Blue Chip Wealth Advisors LLC

  • $225 Billion
  • Q2 2025
Number of Shares
28,302
Previous 13,319 112.49%
Holding current value
$2.86 Billion
Previous $1.34 Billion 113.39%
% of portfolio
1.27%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
N/A
14,983 Added 112.49%
28,302 $2.86 Billion
Q1 2025

May 06, 2025
BUY
N/A
5,093 Added 61.91%
13,319 $1.34 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
3,640 Added 79.37%
8,226 $825 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,076 Added 30.66%
4,586 $465 Million
Q2 2024

Aug 12, 2024
BUY
N/A
3,510 New
3,510 $351 Million
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