Blue Chip Wealth Advisors LLC VANGUARD WELLINGTON FD Transaction History

Blue Chip Wealth Advisors LLC

  • $180 Billion
  • Q4 2024
Number of Shares
8,226
Previous 4,586 79.37%
Holding current value
$825 Million
Previous $465 Million 77.29%
% of portfolio
0.46%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
N/A
3,640 Added 79.37%
8,226 $825 Million
Q3 2024

Nov 14, 2024
BUY
N/A
1,076 Added 30.66%
4,586 $465 Million
Q2 2024

Aug 12, 2024
BUY
N/A
3,510 New
3,510 $351 Million
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