Doyle Wealth Management VIG Holdings History
Number of Shares
325,857.00
Current Holdings Value*
$44.04 Mil
% of Portfolio
3.78%
Total Estimate Gain
$25.55 Mil
% of Total Estimate Gain
61.48%
Doyle Wealth Management's Vanguard Dividend Appreciation FTF Holding Summary
As of 2022-09-30, Doyle Wealth Management held 325,857.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $44.04 Mil. This investment constitutes 3.78% of their stock portfolio, and Doyle Wealth Management now holds 0.08% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then Doyle Wealth Management has made 18 purchases of VIG, at an average price of $127.53, for a total of 325,857.00 shares. Based on historical transaction data and VIG's current price of $205.93, Doyle Wealth Management's estimated gain on his VIG holdings is $25.55 Mil, reflecting a 61.48% gain to date.
Doyle Wealth Management VIG ($205.93) Holding Chart
Doyle Wealth Management VIG ($205.93) 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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