Blue Chip Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Blue Chip Wealth Advisors LLC

  • $191 Billion
  • Q3 2024
Number of Shares
4,586
Previous 3,510 30.66%
Holding current value
$465 Million
Previous $351 Million 32.43%
% of portfolio
0.24%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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