Bridgewealth Advisory Group, LLC VANGUARD INSTL INDEX FD Transaction History

Bridgewealth Advisory Group, LLC

  • $431 Billion
  • Q3 2025
Number of Shares
6,380
Previous 7,996 20.21%
Holding current value
$483 Million
Previous $604 Million 20.07%
% of portfolio
0.11%
Previous 0.15%

Shares

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

Oct 23, 2025
SELL
N/A
-1,616 Reduced 20.21%
6,380 $483 Million
Q2 2025

Aug 04, 2025
BUY
N/A
1,471 Added 22.54%
7,996 $604 Million
Q1 2025

May 13, 2025
BUY
N/A
6,525 New
6,525 $492 Million
Track This Portfolio

Track Bridgewealth Advisory Group, LLC Portfolio

Follow Bridgewealth Advisory Group, 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 Bridgewealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email