Homrich & Berg VIG Holdings History

Number of Shares
2.99 Mil
Current Holdings Value*
$458.96 Mil
% of Portfolio
10.28%
Total Estimate Gain
$340.19 Mil
% of Total Estimate Gain
114.73%

Homrich & Berg's Vanguard Dividend Appreciation FTF Holding Summary

As of 2021-09-30, Homrich & Berg held 2.99 Mil shares of Vanguard Dividend Appreciation FTF(VIG), totaling $458.96 Mil. This investment constitutes 10.28% of their stock portfolio, and Homrich & Berg now holds 0.73% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2013Q4. And since then Homrich & Berg has made 18 purchases of VIG, at an average price of $93.36, for a total of 3.18 Mil shares. In addition, there have been 4 sales at an average price of $102.58 for 187,929.00 shares. Based on historical transaction data and VIG's current price of $206.63, Homrich & Berg's estimated gain on his VIG holdings is $340.19 Mil, reflecting a 114.73% gain to date.

Homrich & Berg VIG ($206.63) Holding Chart

Homrich & Berg 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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