Bt Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bt Wealth Management LLC holds 310,588 shares of VIG stock, worth $56.6 Million. This represents 12.5% of its overall portfolio holdings.

Number of Shares
310,588
Previous 310,662 0.02%
Holding current value
$56.6 Million
Previous $44.7 Million 0.36%
% of portfolio
12.5%
Previous 12.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
N/A
-74 Reduced 0.02%
310,588 $44.6 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-823 Reduced 0.26%
310,662 $44.7 Million
Q1 2022

Apr 21, 2022
BUY
N/A
11,415 Added 3.8%
311,485 $50.5 Million
Q4 2021

Feb 11, 2022
BUY
N/A
6,208 Added 2.11%
300,070 $51.5 Million
Q3 2021

Nov 01, 2021
SELL
N/A
-370 Reduced 0.13%
293,862 $45.1 Million
Q2 2021

Jul 28, 2021
SELL
N/A
-6,302 Reduced 2.1%
294,232 $45.5 Million
Q1 2021

May 06, 2021
SELL
N/A
-49,331 Reduced 14.1%
300,534 $44.2 Million
Q4 2020

Feb 04, 2021
BUY
N/A
4,017 Added 1.16%
349,865 $49.4 Million
Q3 2020

Oct 23, 2020
SELL
N/A
-673 Reduced 0.19%
345,848 $44.5 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-10,055 Reduced 2.82%
346,521 $40.6 Million
Q1 2020

Apr 29, 2020
BUY
N/A
277,329 Added 349.96%
356,576 $36.9 Million
Q4 2019

Jan 13, 2020
BUY
N/A
1,956 Added 2.53%
79,247 $9.88 Million
Q3 2019

Oct 11, 2019
BUY
N/A
582 Added 0.76%
77,291 $9.24 Million
Q2 2019

Aug 12, 2019
BUY
N/A
714 Added 0.94%
76,709 $8.85 Million
Q1 2019

Apr 15, 2019
SELL
N/A
-771 Reduced 1.0%
75,995 $8.33 Million
Q4 2018

Feb 15, 2019
BUY
N/A
76,766 New
76,766 $8.2 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Bt Wealth Management LLC Portfolio

Follow Bt Wealth Management 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 Bt Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bt Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email