Global Financial Private Client, LLC VIG Holdings History
Global Financial Private Client, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Global Financial Private Client, LLC held 23,092.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.73 Mil. This investment constitutes 1.77% of their stock portfolio, and Global Financial Private Client, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Global Financial Private Client, LLC has made 7 purchases of VIG, at an average price of $149.08, for a total of 30,466.00 shares. In addition, there have been 15 sales at an average price of $122.13 for 7,374.00 shares. Based on historical transaction data and VIG's current price of $206.10, Global Financial Private Client, LLC's estimated gain on his VIG holdings is $1.12 Mil, reflecting a 24.62% gain to date.
Global Financial Private Client, LLC VIG ($206.10) Holding Chart
Global Financial Private Client, LLC 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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