CWS Financial Advisors, LLC VIG Holdings History
CWS Financial Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, CWS Financial Advisors, LLC held 49,314.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $9.57 Mil. This investment constitutes 3.02% of their stock portfolio, and CWS Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then CWS Financial Advisors, LLC has made 19 purchases of VIG, at an average price of $155.44, for a total of 69,088.00 shares. In addition, there have been 1 sales at an average price of $148.30 for 19,774.00 shares. Based on historical transaction data and VIG's current price of $206.10, CWS Financial Advisors, LLC's estimated gain on his VIG holdings is $2.36 Mil, reflecting a 21.95% gain to date.
CWS Financial Advisors, LLC VIG ($206.10) Holding Chart
CWS Financial Advisors, 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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