Cypress Wealth Advisors LLC VIG Holdings History
Cypress Wealth Advisors LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2019-03-31, Cypress Wealth Advisors LLC held 49,837.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.46 Mil. This investment constitutes 6.5% of their stock portfolio, and Cypress Wealth Advisors LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. In addition, there have been 4 sales at an average price of $105.11 for 12,730.00 shares. Based on historical transaction data and VIG's current price of $206.28, Cypress Wealth Advisors LLC's estimated gain on his VIG holdings is $5.24 Mil, reflecting a 82.16% gain to date.
Cypress Wealth Advisors LLC VIG ($206.28) Holding Chart
Cypress Wealth Advisors LLC VIG ($206.28) 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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