CASTLEKEEP INVESTMENT ADVISORS LLC VIG Holdings History
CASTLEKEEP INVESTMENT ADVISORS LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, CASTLEKEEP INVESTMENT ADVISORS LLC held 45,275.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.78 Mil. This investment constitutes 4.51% of their stock portfolio, and CASTLEKEEP INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then CASTLEKEEP INVESTMENT ADVISORS LLC has made 3 purchases of VIG, at an average price of $184.90, for a total of 47,909.00 shares. In addition, there have been 2 sales at an average price of $179.59 for 2,634.00 shares. Based on historical transaction data and VIG's current price of $205.97, CASTLEKEEP INVESTMENT ADVISORS LLC's estimated gain on his VIG holdings is $939,798.27, reflecting a 10.61% gain to date.
CASTLEKEEP INVESTMENT ADVISORS LLC VIG ($205.97) Holding Chart
CASTLEKEEP INVESTMENT ADVISORS LLC VIG ($205.97) 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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