Bip Wealth, LLC Vanguard Dividend Appreciation Transaction History

Bip Wealth, LLC

$1.47 Trillion
Q3 2024

A detailed history of Bip Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bip Wealth, LLC holds 33,331 shares of VIG stock, worth $6.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

33,331

Previous 30,679 8.64%

Holding current value

$6.07 Million

Previous $5.6 Billion 17.88%

% of portfolio

0.45%

Previous 0.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$182.15 - $182.15 $483,061 - $483,061	2,652 Added 8.64%	33,331 $6.6 Billion
Q2 2024 Aug 08, 2024	SELL	$173.33 - $185.29 $773,745 - $827,134	-4,464 Reduced 12.7%	30,679 $5.6 Billion
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $447,287 - $485,811	-2,655 Reduced 7.02%	35,143 $6.42 Billion
Q4 2023 Feb 02, 2024	BUY	$150.16 - $171.16 $359,332 - $409,585	2,393 Added 6.76%	37,798 $6.44 Billion
Q3 2023 Nov 09, 2023	SELL	$155.38 - $166.95 $856,765 - $920,562	-5,514 Reduced 13.48%	35,405 $5.5 Billion
Q2 2023 Jul 27, 2023	BUY	$152.74 - $162.43 $9,317 - $9,908	61 Added 0.15%	40,919 $6.65 Billion
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $6.02 Million - $6.47 Million	40,858 New	40,858 $6.29 Billion

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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