GENESIS PRIVATE WEALTH, LLC VIG Holdings History
Number of Shares
31,469.00
Current Holdings Value*
$6.44 Mil
% of Portfolio
3.03%
Total Estimate Gain
$226,423.09
% of Total Estimate Gain
3.61%
GENESIS PRIVATE WEALTH, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 31,469.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.44 Mil. This investment constitutes 3.03% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of VIG, at an average price of $199.43, for a total of 31,469.00 shares. Based on historical transaction data and VIG's current price of $206.63, GENESIS PRIVATE WEALTH, LLC's estimated gain on his VIG holdings is $226,423.09, reflecting a 3.61% gain to date.
GENESIS PRIVATE WEALTH, LLC VIG ($206.63) Holding Chart
GENESIS PRIVATE WEALTH, LLC VIG ($206.63) 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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