Advisor OS, LLC VIG Holdings History
Advisor OS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 275,467.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $53.44 Mil. This investment constitutes 6.08% of their stock portfolio, and Advisor OS, LLC now holds 0.06% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 10 purchases of VIG, at an average price of $150.63, for a total of 525,464.00 shares. In addition, there have been 9 sales at an average price of $159.35 for 249,997.00 shares. Based on historical transaction data and VIG's current price of $203.90, Advisor OS, LLC's estimated gain on his VIG holdings is $16.85 Mil, reflecting a 21.29% gain to date.
Advisor OS, LLC VIG ($203.90) Holding Chart
Advisor OS, LLC VIG ($203.90) 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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