Blue Bell Private Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Blue Bell Private Wealth Management, LLC

  • $626 Million
  • Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 2,858 shares of VIG stock, worth $520,584. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,858
Previous 2,575 10.99%
Holding current value
$520,584
Previous $469,000 10.87%
% of portfolio
0.08%
Previous 0.08%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
283 Added 10.99%
2,858 $520,000
Q2 2025

Aug 11, 2025
BUY
N/A
101 Added 4.08%
2,575 $469,000
Q1 2025

May 05, 2025
BUY
N/A
580 Added 30.62%
2,474 $450,000
Q4 2024

Feb 06, 2025
BUY
N/A
15 Added 0.8%
1,894 $344,000
Q3 2024

Oct 28, 2024
SELL
$182.15 - $182.15 $1,821 - $1,821
-10 Reduced 0.53%
1,879 $342,000
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $11,786 - $12,599
-68 Reduced 3.47%
1,889 $344,000
Q1 2024

Apr 24, 2024
SELL
$168.47 - $182.98 $170,323 - $184,992
-1,011 Reduced 34.06%
1,957 $357,000
Q4 2023

Jan 25, 2024
SELL
$150.16 - $171.16 $7,207 - $8,215
-48 Reduced 1.59%
2,968 $505,000
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $11,455 - $12,182
-75 Reduced 2.43%
3,016 $489,000
Q1 2023

May 08, 2023
SELL
$147.24 - $158.33 $4,417 - $4,749
-30 Reduced 0.96%
3,091 $476,000
Q4 2022

Feb 03, 2023
SELL
$144.84 - $158.71 $22,739 - $24,917
-157 Reduced 4.79%
3,121 $473,000
Q3 2022

Nov 08, 2022
SELL
N/A
-1,137 Reduced 25.75%
3,278 $443,000
Q2 2022

Aug 02, 2022
SELL
N/A
-129 Reduced 2.84%
4,415 $633,000
Q1 2022

Apr 21, 2022
BUY
N/A
3,794 Added 505.87%
4,544 $737,000
Q4 2021

Jan 26, 2022
SELL
N/A
-8 Reduced 1.06%
750 $129,000
Q1 2021

Apr 23, 2021
SELL
N/A
-41 Reduced 5.13%
758 $111,000
Q4 2020

Jan 21, 2021
SELL
N/A
-9 Reduced 1.11%
799 $110,000
Q1 2020

Apr 22, 2020
SELL
N/A
-100 Reduced 11.01%
808 $84,000
Q4 2019

Jan 22, 2020
BUY
N/A
100 Added 12.38%
908 $113,000
Q3 2019

Nov 07, 2019
SELL
N/A
-50 Reduced 5.83%
808 $97,000
Q2 2019

Jul 23, 2019
SELL
N/A
-100 Reduced 10.44%
858 $99,000
Q2 2018

Jul 25, 2018
SELL
N/A
-100 Reduced 9.45%
958 $97,000
Q1 2018

May 01, 2018
SELL
N/A
-100 Reduced 8.64%
1,058 $106,000
Q3 2017

Oct 24, 2017
BUY
N/A
1,158
1,158 $110,000

Others Institutions Holding VIG

# of Institutions
2,659
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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