Beacon Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Beacon Bridge Wealth Partners, LLC

$212 Billion
Q1 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 16,087 shares of VIG stock, worth $2.93 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

16,087

Previous 18,044 10.85%

Holding current value

$2.93 Million

Previous $3.07 Billion 4.46%

% of portfolio

1.39%

Previous 1.53%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$168.47 - $182.98 $329,695 - $358,091	-1,957 Reduced 10.85%	16,087 $2.94 Billion
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $188,000 - $214,292	-1,252 Reduced 6.49%	18,044 $3.07 Billion
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $43,972 - $47,246	283 Added 1.49%	19,296 $3 Billion
Q2 2023 Aug 08, 2023	SELL	$152.74 - $162.43 $34,213 - $36,384	-224 Reduced 1.16%	19,013 $3.09 Billion
Q1 2023 May 08, 2023	BUY	$147.24 - $158.33 $92,613 - $99,589	629 Added 3.38%	19,237 $2.96 Billion

Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $2.7 Million - $2.95 Million	18,608 New	18,608 $2.83 Billion

Others Institutions Holding VIG

# of Institutions

2,151

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Bridge Wealth Partners, LLC with notifications on news.

Account

Beacon Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History