Beacon Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Beacon Bridge Wealth Partners, LLC

$218 Billion
Q2 2024

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 15,469 shares of VIG stock, worth $2.82 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

15,469

Previous 16,087 3.84%

Holding current value

$2.82 Million

Previous $2.94 Billion 3.87%

% of portfolio

1.3%

Previous 1.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$173.33 - $185.29 $107,117 - $114,509	-618 Reduced 3.84%	15,469 $2.82 Billion
Q1 2024 May 03, 2024	SELL	$168.47 - $182.98 $329,695 - $358,091	-1,957 Reduced 10.85%	16,087 $2.94 Billion
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $188,000 - $214,292	-1,252 Reduced 6.49%	18,044 $3.07 Billion
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $43,972 - $47,246	283 Added 1.49%	19,296 $3 Billion
Q2 2023 Aug 08, 2023	SELL	$152.74 - $162.43 $34,213 - $36,384	-224 Reduced 1.16%	19,013 $3.09 Billion
Q1 2023 May 08, 2023	BUY	$147.24 - $158.33 $92,613 - $99,589	629 Added 3.38%	19,237 $2.96 Billion
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $2.7 Million - $2.95 Million	18,608 New	18,608 $2.83 Billion

Others Institutions Holding VIG

# of Institutions

2,220

Shares Held

202M

Call Options Held

464K

Put Options Held

225K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Beacon Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History