Number of Shares
23,846.00
Current Holdings Value*
$4.63 Mil
% of Portfolio
0.52%
Total Estimate Gain
$2.97 Mil
% of Total Estimate Gain
55.51%

Certified Advisory Corp's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Certified Advisory Corp held 23,846.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.63 Mil. This investment constitutes 0.52% of their stock portfolio, and Certified Advisory Corp now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Certified Advisory Corp has made 16 purchases of VIG, at an average price of $123.44, for a total of 43,411.00 shares. In addition, there have been 10 sales at an average price of $172.67 for 19,565.00 shares. Based on historical transaction data and VIG's current price of $207.81, Certified Advisory Corp's estimated gain on his VIG holdings is $2.97 Mil, reflecting a 55.51% gain to date.

Certified Advisory Corp VIG ($207.81) Holding Chart

Certified Advisory Corp VIG ($207.81) 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 %

Top Ranked Articles

  • 1