Blue Zone Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Blue Zone Wealth Advisors, LLC

  • $461 Million
  • Q3 2025

A detailed history of Blue Zone Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blue Zone Wealth Advisors, LLC holds 2,935 shares of VIG stock, worth $534,610. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,935
Previous 2,410 21.78%
Holding current value
$534,610
Previous $438,000 21.92%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 15, 2025
BUY
N/A
525 Added 21.78%
2,935 $534,000
Q2 2025

Jul 24, 2025
BUY
N/A
220 Added 10.05%
2,410 $438,000
Q1 2025

Apr 11, 2025
BUY
N/A
519 Added 31.06%
2,190 $398,000
Q4 2024

Jan 30, 2025
BUY
N/A
183 Added 12.3%
1,671 $304,000
Q3 2024

Oct 07, 2024
BUY
$182.15 - $182.15 $40,437 - $40,437
222 Added 17.54%
1,488 $271,000
Q2 2024

Jul 12, 2024
BUY
$173.33 - $185.29 $219,435 - $234,577
1,266 New
1,266 $231,000
Q2 2022

Jul 13, 2022
SELL
N/A
-1,905 Closed
0 $0
Q1 2022

Apr 08, 2022
BUY
N/A
1,905 New
1,905 $309,000

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
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
Track This Portfolio

Track Blue Zone Wealth Advisors, LLC Portfolio

Follow Blue Zone Wealth Advisors, 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 Blue Zone Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Zone Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email