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 %

Top Ranked Articles

  • 1