Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$61,675.53
% of Total Estimate Gain
22.57%

Intergy Private Wealth, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Intergy Private Wealth, LLC held - shares of Vanguard Dividend Appreciation FTF(VIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q1. In addition, there have been 3 sales at an average price of $197.03 for 1,700.00 shares. Based on historical transaction data and VIG's current price of $206.10, Intergy Private Wealth, LLC's estimated gain on his VIG holdings is $61,675.53, reflecting a 22.57% gain to date.

Intergy Private Wealth, LLC VIG ($206.10) Holding Chart

Intergy Private Wealth, 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 %

Top Ranked Articles

  • 1