Blue Chip Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Blue Chip Wealth Advisors LLC

  • $204 Billion
  • Q1 2025
Number of Shares
13,319
Previous 8,226 61.91%
Holding current value
$1.34 Billion
Previous $825 Million 62.31%
% of portfolio
0.66%
Previous 0.46%

Shares

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

May 06, 2025
BUY
N/A
5,093 Added 61.91%
13,319 $1.34 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
3,640 Added 79.37%
8,226 $825 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,076 Added 30.66%
4,586 $465 Million
Q2 2024

Aug 12, 2024
BUY
N/A
3,510 New
3,510 $351 Million
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