Councilmark Asset Management, LLC VIG Holdings History
Number of Shares
30,820.00
Current Holdings Value*
$5.98 Mil
% of Portfolio
4.04%
Total Estimate Gain
$999,184.40
% of Total Estimate Gain
18.45%
Councilmark Asset Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Councilmark Asset Management, LLC held 30,820.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.98 Mil. This investment constitutes 4.04% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q1. Based on historical transaction data and VIG's current price of $208.10, Councilmark Asset Management, LLC's estimated gain on his VIG holdings is $999,184.40, reflecting a 18.45% gain to date.
Councilmark Asset Management, LLC VIG ($208.10) Holding Chart
Councilmark Asset Management, LLC VIG ($208.10) 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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