Bridgewealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Bridgewealth Advisory Group, LLC

$204 Billion
Q1 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 8,581 shares of VIG stock, worth $1.56 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

8,581

Previous 10,054 14.65%

Holding current value

$1.56 Million

Previous $1.71 Billion 8.53%

% of portfolio

0.77%

Previous 1.31%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$168.47 - $182.98 $248,156 - $269,529	-1,473 Reduced 14.65%	8,581 $1.57 Billion
Q4 2023 Feb 05, 2024	BUY	$150.16 - $171.16 $21,773 - $24,818	145 Added 1.46%	10,054 $1.71 Billion
Q3 2023 Nov 09, 2023	BUY	$155.38 - $166.95 $345,720 - $371,463	2,225 Added 28.96%	9,909 $1.54 Billion
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $38,032 - $40,445	249 Added 3.35%	7,684 $1.25 Billion
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $65,669 - $70,615	-446 Reduced 5.66%	7,435 $1.15 Billion

Q4 2022 Feb 24, 2023	BUY	$144.84 - $158.71 $1.14 Million - $1.25 Million	7,881 New	7,881 $1.2 Billion

Others Institutions Holding VIG

# of Institutions

2,139

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Bridgewealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History