Brightwater Advisory LLC Vanguard Dividend Appreciation Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Brightwater Advisory LLC holds 34,507 shares of VIG stock, worth $6.29 Million. This represents 5.03% of its overall portfolio holdings.

Number of Shares
34,507
Previous 35,320 2.3%
Holding current value
$6.29 Million
Previous $6.45 Billion 6.0%
% of portfolio
5.03%
Previous 4.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$182.15 - $182.15 $148,087 - $148,087
-813 Reduced 2.3%
34,507 $6.83 Billion
Q2 2024

Sep 10, 2024
BUY
$173.33 - $185.29 $6.12 Million - $6.54 Million
35,320 New
35,320 $6.45 Billion
Q1 2024

Oct 02, 2024
BUY
$168.47 - $182.98 $116,918 - $126,988
694 Added 1.96%
36,014 $6.58 Billion

Others Institutions Holding VIG

# of Institutions
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Brightwater Advisory LLC Portfolio

Follow Brightwater Advisory 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 Brightwater Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brightwater Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email