Blue Stem Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Blue Stem Wealth Partners, LLC

  • $814 Billion
  • Q2 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 4,025 shares of VIG stock, worth $733,153. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,025
Previous 4,327 6.98%
Holding current value
$733,153
Previous $839 Million 1.87%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
N/A
-302 Reduced 6.98%
4,025 $824 Million
Q1 2025

May 07, 2025
SELL
N/A
-490 Reduced 10.17%
4,327 $839 Million
Q4 2024

Feb 05, 2025
BUY
N/A
4,817 New
4,817 $943 Million

Others Institutions Holding VIG

# of Institutions
2,594
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Blue Stem Wealth Partners, LLC Portfolio

Follow Blue Stem Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Blue Stem Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email