Brightwater Advisory LLC Vanguard Dividend Appreciation Transaction History

Brightwater Advisory LLC

  • $136 Billion
  • Q3 2024

A detailed history of Brightwater Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Brightwater Advisory LLC holds 34,507 shares of VIG stock, worth $6.29 Million. This represents 5.03% of its overall portfolio holdings.

Number of Shares
34,507
Previous 35,320 2.3%
Holding current value
$6.29 Million
Previous $6.45 Billion 6.0%
% of portfolio
5.03%
Previous 4.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
SELL
$182.15 - $182.15 $148,087 - $148,087
-813 Reduced 2.3%
34,507 $6.83 Billion
Q2 2024

Sep 10, 2024
BUY
$173.33 - $185.29 $6.12 Million - $6.54 Million
35,320 New
35,320 $6.45 Billion
Q1 2024

Oct 02, 2024
BUY
$168.47 - $182.98 $116,918 - $126,988
694 Added 1.96%
36,014 $6.58 Billion
Q4 2023

Dec 03, 2024
BUY
$150.16 - $171.16 $311,732 - $355,328
2,076 Added 6.02%
36,583 $6.23 Billion

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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