Number of Shares
124,092.00
Current Holdings Value*
$25.40 Mil
% of Portfolio
6.42%
Total Estimate Gain
$8.98 Mil
% of Total Estimate Gain
42.34%

Compton Wealth Advisory Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Compton Wealth Advisory Group, LLC held 124,092.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $25.40 Mil. This investment constitutes 6.42% of their stock portfolio, and Compton Wealth Advisory Group, LLC now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then Compton Wealth Advisory Group, LLC has made 20 purchases of VIG, at an average price of $139.16, for a total of 152,430.00 shares. In addition, there have been 6 sales at an average price of $160.67 for 28,338.00 shares. Based on historical transaction data and VIG's current price of $206.63, Compton Wealth Advisory Group, LLC's estimated gain on his VIG holdings is $8.98 Mil, reflecting a 42.34% gain to date.

Compton Wealth Advisory Group, LLC VIG ($206.63) Holding Chart

Compton Wealth Advisory Group, LLC VIG ($206.63) 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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