KDT Advisors, LLC VIG Holdings History
Number of Shares
9,940.00
Current Holdings Value*
$1.93 Mil
% of Portfolio
2.84%
Total Estimate Gain
$73,218.40
% of Total Estimate Gain
3.69%
KDT Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, KDT Advisors, LLC held 9,940.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.93 Mil. This investment constitutes 2.84% of their stock portfolio, and KDT Advisors, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. And since then KDT Advisors, LLC has made 1 purchases of VIG, at an average price of $199.59, for a total of 9,940.00 shares. Based on historical transaction data and VIG's current price of $206.96, KDT Advisors, LLC's estimated gain on his VIG holdings is $73,218.40, reflecting a 3.69% gain to date.
KDT Advisors, LLC VIG ($206.96) Holding Chart
KDT Advisors, LLC VIG ($206.96) 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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