Financial Perspectives, Inc VIG Holdings History
Financial Perspectives, Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Financial Perspectives, Inc held 43,016.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.34 Mil. This investment constitutes 2.86% of their stock portfolio, and Financial Perspectives, Inc now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Financial Perspectives, Inc has made 14 purchases of VIG, at an average price of $142.16, for a total of 5.63 Mil shares. In addition, there have been 7 sales at an average price of $153.41 for 5.59 Mil shares. Based on historical transaction data and VIG's current price of $206.10, Financial Perspectives, Inc's estimated gain on his VIG holdings is $65.63 Mil, reflecting a 8.20% gain to date.
Financial Perspectives, Inc VIG ($206.10) Holding Chart
Financial Perspectives, Inc VIG ($206.10) 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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