Beacon Financial Advisory LLC VIG Holdings History
Beacon Financial Advisory LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 26,952.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.52 Mil. This investment constitutes 1.43% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Beacon Financial Advisory LLC has made 14 purchases of VIG, at an average price of $140.87, for a total of 43,422.00 shares. In addition, there have been 8 sales at an average price of $127.95 for 16,470.00 shares. Based on historical transaction data and VIG's current price of $207.91, Beacon Financial Advisory LLC's estimated gain on his VIG holdings is $1.59 Mil, reflecting a 26.06% gain to date.
Beacon Financial Advisory LLC VIG ($207.91) Holding Chart
Beacon Financial Advisory LLC VIG ($207.91) 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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