Intergy Private Wealth, LLC VIG Holdings History
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 % |
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