BerganKDV Wealth Management, LLC VIG Holdings History
BerganKDV Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-06-30, BerganKDV Wealth Management, LLC held 219,181.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $35.60 Mil. This investment constitutes 3.56% of their stock portfolio, and BerganKDV Wealth Management, LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then BerganKDV Wealth Management, LLC has made 15 purchases of VIG, at an average price of $119.41, for a total of 249,260.00 shares. In addition, there have been 5 sales at an average price of $148.65 for 30,079.00 shares. Based on historical transaction data and VIG's current price of $207.91, BerganKDV Wealth Management, LLC's estimated gain on his VIG holdings is $20.28 Mil, reflecting a 68.12% gain to date.
BerganKDV Wealth Management, LLC VIG ($207.91) Holding Chart
BerganKDV Wealth Management, 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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