Number of Shares
119,539.00
Current Holdings Value*
$20.37 Mil
% of Portfolio
7.57%
Total Estimate Gain
$5.55 Mil
% of Total Estimate Gain
16.98%

EisnerAmper Wealth Management Corporate Benefits, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 119,539.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $20.37 Mil. This investment constitutes 7.57% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q3. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 9 purchases of VIG, at an average price of $140.37, for a total of 233,017.00 shares. In addition, there have been 9 sales at an average price of $118.12 for 113,478.00 shares. Based on historical transaction data and VIG's current price of $207.95, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his VIG holdings is $5.55 Mil, reflecting a 16.98% gain to date.

EisnerAmper Wealth Management Corporate Benefits, LLC VIG ($207.95) Holding Chart

EisnerAmper Wealth Management Corporate Benefits, LLC VIG ($207.95) 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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