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 %

Top Ranked Articles

  • 1