Brightwater Advisory LLC Vanguard Dividend Appreciation Transaction History

Brightwater Advisory LLC

  • $128 Billion
  • Q4 2024

A detailed history of Brightwater Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Brightwater Advisory LLC holds 31,136 shares of VIG stock, worth $5.67 Million. This represents 4.78% of its overall portfolio holdings.

Number of Shares
31,136
Previous 34,507 9.77%
Holding current value
$5.67 Million
Previous $6.83 Billion 10.78%
% of portfolio
4.78%
Previous 5.03%

Shares

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

Feb 04, 2025
SELL
N/A
-3,371 Reduced 9.77%
31,136 $6.1 Billion
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
2,489
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 Brightwater Advisory LLC Portfolio

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

News

Stay updated on Brightwater Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email