Detalus Advisors, LLC VIG Holdings History
Detalus Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Detalus Advisors, LLC held 30,142.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.85 Mil. This investment constitutes 1.84% of their stock portfolio, and Detalus Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Detalus Advisors, LLC has made 15 purchases of VIG, at an average price of $140.34, for a total of 130,914.00 shares. In addition, there have been 6 sales at an average price of $149.74 for 100,772.00 shares. Based on historical transaction data and VIG's current price of $206.96, Detalus Advisors, LLC's estimated gain on his VIG holdings is $2.96 Mil, reflecting a 16.09% gain to date.
Detalus Advisors, LLC VIG ($206.96) Holding Chart
Detalus Advisors, LLC VIG ($206.96) 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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