Bridgewealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Bridgewealth Advisory Group, LLC

$226 Billion
Q2 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 8,146 shares of VIG stock, worth $1.48 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

8,146

Previous 8,581 5.07%

Holding current value

$1.48 Million

Previous $1.57 Billion 5.1%

% of portfolio

0.66%

Previous 0.77%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $75,398 - $80,601	-435 Reduced 5.07%	8,146 $1.49 Billion
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

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Account

Bridgewealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History