Bxm Wealth LLC Vanguard Dividend Appreciation Transaction History

Bxm Wealth LLC

$83.2 Billion
Q1 2025

A detailed history of Bxm Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bxm Wealth LLC holds 2,820 shares of VIG stock, worth $513,663. This represents 0.66% of its overall portfolio holdings.

Number of Shares

2,820

Holding current value

$513,663

% of portfolio

0.66%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	N/A	2,820 New	2,820 $547 Million

Others Institutions Holding VIG

# of Institutions

2,510

Shares Held

223M

Call Options Held

578K

Put Options Held

196K

Bank Of America Corp Charlotte, NC

24.7M
Shares

$4.51 Billion
0.39% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.26 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio
Vanguard Group Inc Valley Forge, PA

9.71M
Shares

$1.77 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.86M
Shares

$1.25 Billion
3.67% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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