Baron Silver Stevens Financial Advisors, LLC VIG Holdings History
Baron Silver Stevens Financial Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Baron Silver Stevens Financial Advisors, LLC held 167,406.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $34.26 Mil. This investment constitutes 5.49% of their stock portfolio, and Baron Silver Stevens Financial Advisors, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Baron Silver Stevens Financial Advisors, LLC has made 12 purchases of VIG, at an average price of $150.14, for a total of 294,024.00 shares. In addition, there have been 6 sales at an average price of $145.76 for 126,618.00 shares. Based on historical transaction data and VIG's current price of $206.17, Baron Silver Stevens Financial Advisors, LLC's estimated gain on his VIG holdings is $8.83 Mil, reflecting a 19.99% gain to date.
Baron Silver Stevens Financial Advisors, LLC VIG ($206.17) Holding Chart
Baron Silver Stevens Financial Advisors, LLC VIG ($206.17) 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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