Number of Shares
27,748.00
Current Holdings Value*
$5.38 Mil
% of Portfolio
2.24%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
54.49%

Acorn Wealth Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Acorn Wealth Advisors, LLC held 27,748.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.38 Mil. This investment constitutes 2.24% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Acorn Wealth Advisors, LLC has made 19 purchases of VIG, at an average price of $130.66, for a total of 30,023.00 shares. In addition, there have been 9 sales at an average price of $141.67 for 2,275.00 shares. Based on historical transaction data and VIG's current price of $206.78, Acorn Wealth Advisors, LLC's estimated gain on his VIG holdings is $2.14 Mil, reflecting a 54.49% gain to date.

Acorn Wealth Advisors, LLC VIG ($206.78) Holding Chart

Acorn Wealth Advisors, LLC VIG ($206.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1