High Net Worth Advisory Group LLC VIG Holdings History
High Net Worth Advisory Group LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, High Net Worth Advisory Group LLC held 75,188.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $15.39 Mil. This investment constitutes 4.07% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 12 purchases of VIG, at an average price of $163.77, for a total of 78,470.00 shares. In addition, there have been 2 sales at an average price of $196.02 for 3,282.00 shares. Based on historical transaction data and VIG's current price of $205.42, High Net Worth Advisory Group LLC's estimated gain on his VIG holdings is $3.24 Mil, reflecting a 25.19% gain to date.
High Net Worth Advisory Group LLC VIG ($205.42) Holding Chart
High Net Worth Advisory Group LLC VIG ($205.42) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
