KB FINANCIAL PARTNERS, LLC VIG Holdings History
Number of Shares
25,427.00
Current Holdings Value*
$3.95 Mil
% of Portfolio
1.13%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
36.43%
KB FINANCIAL PARTNERS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-09-30, KB FINANCIAL PARTNERS, LLC held 25,427.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.95 Mil. This investment constitutes 1.13% of their stock portfolio, and KB FINANCIAL PARTNERS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q4. And since then KB FINANCIAL PARTNERS, LLC has made 1 purchases of VIG, at an average price of $148.30, for a total of 25,427.00 shares. Based on historical transaction data and VIG's current price of $202.33, KB FINANCIAL PARTNERS, LLC's estimated gain on his VIG holdings is $1.37 Mil, reflecting a 36.43% gain to date.
KB FINANCIAL PARTNERS, LLC VIG ($202.33) Holding Chart
KB FINANCIAL PARTNERS, LLC VIG ($202.33) 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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