Number of Shares
82,066.00
Current Holdings Value*
$15.92 Mil
% of Portfolio
5.14%
Total Estimate Gain
$4.49 Mil
% of Total Estimate Gain
34.64%

D.B. Root & Company, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 82,066.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $15.92 Mil. This investment constitutes 5.14% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q1. And since then D.B. Root & Company, LLC has made 18 purchases of VIG, at an average price of $152.76, for a total of 84,917.00 shares. In addition, there have been 3 sales at an average price of $160.30 for 2,851.00 shares. Based on historical transaction data and VIG's current price of $207.25, D.B. Root & Company, LLC's estimated gain on his VIG holdings is $4.49 Mil, reflecting a 34.64% gain to date.

D.B. Root & Company, LLC VIG ($207.25) Holding Chart

D.B. Root & Company, LLC VIG ($207.25) 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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