Blue Chip Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Blue Chip Wealth Advisors LLC

26,448

Previous 28,302 6.55%

$2.7 Billion

Previous $2.86 Billion 5.63%

1.15%

Previous 1.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	N/A	-1,854 Reduced 6.55%	26,448 $2.7 Billion
Q2 2025 Jul 30, 2025	BUY	N/A	14,983 Added 112.49%	28,302 $2.86 Billion
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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