Bnc Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Bnc Wealth Management, LLC

  • $291 Million
  • Q4 2024

A detailed history of Bnc Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bnc Wealth Management, LLC holds 7,718 shares of VIG stock, worth $1.41 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,718
Previous 7,976 3.23%
Holding current value
$1.41 Million
Previous $1.45 Million 3.24%
% of portfolio
0.48%
Previous 0.54%

Shares

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

Jan 15, 2025
SELL
N/A
-258 Reduced 3.23%
7,718 $1.41 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $728 - $728
-4 Reduced 0.05%
7,976 $1.45 Million
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $10,399 - $11,117
-60 Reduced 0.75%
7,980 $1.46 Million
Q4 2023

Jan 09, 2024
SELL
$150.16 - $171.16 $1,351 - $1,540
-9 Reduced 0.11%
8,040 $1.37 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $37,291 - $40,068
240 Added 3.07%
8,049 $1.25 Million
Q2 2023

Jul 28, 2023
SELL
$152.74 - $162.43 $225,291 - $239,584
-1,475 Reduced 15.89%
7,809 $1.27 Million
Q4 2022

Jan 23, 2023
BUY
$144.84 - $158.71 $115,727 - $126,809
799 Added 9.42%
9,284 $0
Q3 2022

Oct 13, 2022
BUY
N/A
3,416 Added 67.39%
8,485 $1.15 Million
Q2 2022

Jul 25, 2022
BUY
N/A
187 Added 3.83%
5,069 $727,000
Q1 2022

Apr 20, 2022
SELL
N/A
-3 Reduced 0.06%
4,882 $792,000
Q4 2021

Jan 19, 2022
BUY
N/A
388 Added 8.63%
4,885 $839,000
Q3 2021

Oct 28, 2021
SELL
N/A
-1 Reduced 0.02%
4,497 $691,000
Q2 2021

Jul 20, 2021
SELL
N/A
-12 Reduced 0.27%
4,498 $696,000
Q1 2021

May 19, 2021
SELL
N/A
-32,777 Reduced 87.9%
4,510 $663,000
Q4 2020

Mar 05, 2021
BUY
N/A
2,402 Added 6.89%
37,287 $5.26 Million
Q3 2020

Nov 17, 2020
BUY
N/A
34,885 New
34,885 $4.49 Million

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Bnc Wealth Management, LLC Portfolio

Follow Bnc Wealth Management, 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 Bnc Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bnc Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email