Goepper Burkhardt LLC VIG Holdings History

Number of Shares
106,471.00
Current Holdings Value*
$20.65 Mil
% of Portfolio
8.26%
Total Estimate Gain
$7.83 Mil
% of Total Estimate Gain
40.23%

Goepper Burkhardt LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Goepper Burkhardt LLC held 106,471.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $20.65 Mil. This investment constitutes 8.26% of their stock portfolio, and Goepper Burkhardt LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q4. And since then Goepper Burkhardt LLC has made 5 purchases of VIG, at an average price of $138.92, for a total of 140,124.00 shares. In addition, there have been 12 sales at an average price of $166.07 for 33,653.00 shares. Based on historical transaction data and VIG's current price of $203.90, Goepper Burkhardt LLC's estimated gain on his VIG holdings is $7.83 Mil, reflecting a 40.23% gain to date.

Goepper Burkhardt LLC VIG ($203.90) Holding Chart

Goepper Burkhardt LLC VIG ($203.90) 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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