Blue Stem Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Blue Stem Wealth Partners, LLC

  • $873 Billion
  • Q3 2025

A detailed history of Blue Stem Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blue Stem Wealth Partners, LLC holds 4,040 shares of VIG stock, worth $735,886. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,040
Previous 4,025 0.37%
Holding current value
$735,886
Previous $824 Million 5.83%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 12, 2025
BUY
N/A
15 Added 0.37%
4,040 $872 Million
Q2 2025

Aug 12, 2025
SELL
N/A
-302 Reduced 6.98%
4,025 $824 Million
Q1 2025

May 07, 2025
SELL
N/A
-490 Reduced 10.17%
4,327 $839 Million
Q4 2024

Feb 05, 2025
BUY
N/A
4,817 New
4,817 $943 Million

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
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