Addison Advisors LLC VIG Holdings History
Addison Advisors LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Addison Advisors LLC held 93,802.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $18.20 Mil. This investment constitutes 4.96% of their stock portfolio, and Addison Advisors LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Addison Advisors LLC has made 12 purchases of VIG, at an average price of $141.48, for a total of 101,291.00 shares. In addition, there have been 4 sales at an average price of $151.16 for 7,489.00 shares. Based on historical transaction data and VIG's current price of $206.10, Addison Advisors LLC's estimated gain on his VIG holdings is $6.13 Mil, reflecting a 42.80% gain to date.
Addison Advisors LLC VIG ($206.10) Holding Chart
Addison Advisors LLC VIG ($206.10) 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 % | |||
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