Edmonds Duncan Registered Investment Advisors, LLC VIG Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 173,993.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $34.46 Mil. This investment constitutes 7.55% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 17 purchases of VIG, at an average price of $127.88, for a total of 202,912.00 shares. In addition, there have been 9 sales at an average price of $140.31 for 28,919.00 shares. Based on historical transaction data and VIG's current price of $205.93, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his VIG holdings is $13.94 Mil, reflecting a 53.73% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC VIG ($205.93) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC 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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