Badgley Phelps Wealth Managers, LLC Vanguard Dividend Appreciation Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.07 Billion
  • Q1 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 3,996 shares of VIG stock, worth $727,871. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,996
Previous 2,500 59.84%
Holding current value
$727,871
Previous $455,000 59.78%
% of portfolio
0.02%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
N/A
1,496 Added 59.84%
3,996 $727,000
Q3 2024

Oct 17, 2024
BUY
$182.15 - $182.15 $8,561 - $8,561
47 Added 1.92%
2,500 $455,000
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $24,439 - $26,125
-141 Reduced 5.44%
2,453 $447,000
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $73,958 - $80,328
-439 Reduced 14.47%
2,594 $473,000
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $59,463 - $67,779
396 Added 15.02%
3,033 $516,000
Q3 2023

Nov 02, 2023
SELL
$155.38 - $166.95 $288,074 - $309,525
-1,854 Reduced 41.28%
2,637 $409,000
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $458 - $487
3 Added 0.07%
4,491 $729,000
Q1 2023

Apr 28, 2023
BUY
$147.24 - $158.33 $234,406 - $252,061
1,592 Added 54.97%
4,488 $691,000
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $42,003 - $46,025
290 Added 11.13%
2,896 $0
Q3 2022

Nov 09, 2022
BUY
N/A
605 Added 30.23%
2,606 $352,000
Q2 2022

Aug 01, 2022
SELL
N/A
-4,654 Reduced 69.93%
2,001 $287,000
Q1 2022

May 09, 2022
BUY
N/A
1,601 Added 31.68%
6,655 $1.08 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-421 Reduced 7.69%
5,054 $868,000
Q3 2021

Nov 29, 2021
BUY
N/A
5,475 New
5,475 $841,000

Others Institutions Holding VIG

# of Institutions
2,544
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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