BAKER TILLY WEALTH MANAGEMENT, LLC VIG Holdings History
BAKER TILLY WEALTH MANAGEMENT, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, BAKER TILLY WEALTH MANAGEMENT, LLC held - shares of Vanguard Dividend Appreciation FTF(VIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and BAKER TILLY WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q2. And since then BAKER TILLY WEALTH MANAGEMENT, LLC has made 5 purchases of VIG, at an average price of $181.91, for a total of 23,693.00 shares. In addition, there have been 8 sales at an average price of $180.58 for 23,693.00 shares. Based on historical transaction data and VIG's current price of $206.10, BAKER TILLY WEALTH MANAGEMENT, LLC's estimated gain on his VIG holdings is $-31,627.90, reflecting a -0.73% gain to date.
BAKER TILLY WEALTH MANAGEMENT, LLC VIG ($206.10) Holding Chart
BAKER TILLY WEALTH MANAGEMENT, 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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