Intellus Advisors LLC VIG Holdings History

Number of Shares
213,360.00
Current Holdings Value*
$41.39 Mil
% of Portfolio
7.23%
Total Estimate Gain
$898,516.65
% of Total Estimate Gain
2.11%

Intellus Advisors LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Intellus Advisors LLC held 213,360.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $41.39 Mil. This investment constitutes 7.23% of their stock portfolio, and Intellus Advisors LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Intellus Advisors LLC has made 1 purchases of VIG, at an average price of $199.69, for a total of 213,360.00 shares. Based on historical transaction data and VIG's current price of $203.90, Intellus Advisors LLC's estimated gain on his VIG holdings is $898,516.65, reflecting a 2.11% gain to date.

Intellus Advisors LLC VIG ($203.90) Holding Chart

Intellus Advisors 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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