Capital Advisors, Ltd. LLC VIG Holdings History
Capital Advisors, Ltd. LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Capital Advisors, Ltd. LLC held 155,072.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $30.08 Mil. This investment constitutes 3.96% of their stock portfolio, and Capital Advisors, Ltd. LLC now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2013Q4. And since then Capital Advisors, Ltd. LLC has made 26 purchases of VIG, at an average price of $92.72, for a total of 195,567.00 shares. In addition, there have been 10 sales at an average price of $147.68 for 40,495.00 shares. Based on historical transaction data and VIG's current price of $206.10, Capital Advisors, Ltd. LLC's estimated gain on his VIG holdings is $19.81 Mil, reflecting a 109.25% gain to date.
Capital Advisors, Ltd. LLC VIG ($206.10) Holding Chart
Capital Advisors, Ltd. 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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