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
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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