Blue Zone Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Blue Zone Wealth Advisors, LLC

  • $318 Million
  • Q4 2024

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 1,671 shares of VIG stock, worth $304,372. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,671
Previous 1,488 12.3%
Holding current value
$304,372
Previous $271,000 12.18%
% of portfolio
0.1%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
183 Added 12.3%
1,671 $304,000
Q3 2024

Oct 07, 2024
BUY
$182.15 - $182.15 $40,437 - $40,437
222 Added 17.54%
1,488 $271,000
Q2 2024

Jul 12, 2024
BUY
$173.33 - $185.29 $219,435 - $234,577
1,266 New
1,266 $231,000
Q2 2022

Jul 13, 2022
SELL
N/A
-1,905 Closed
0 $0
Q1 2022

Apr 08, 2022
BUY
N/A
1,905 New
1,905 $309,000

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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