Fortis Advisors, LLC VIG Holdings History
Fortis Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 28,916.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.61 Mil. This investment constitutes 3.66% of their stock portfolio, and Fortis Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then Fortis Advisors, LLC has made 17 purchases of VIG, at an average price of $157.13, for a total of 47,652.00 shares. In addition, there have been 5 sales at an average price of $160.47 for 18,736.00 shares. Based on historical transaction data and VIG's current price of $207.05, Fortis Advisors, LLC's estimated gain on his VIG holdings is $1.51 Mil, reflecting a 20.11% gain to date.
Fortis Advisors, LLC VIG ($207.05) Holding Chart
Fortis Advisors, LLC VIG ($207.05) 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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