Kades & Cheifetz LLC VIG Holdings History

Number of Shares
57,053.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
5.72%
Total Estimate Gain
$2.86 Mil
% of Total Estimate Gain
31.92%

Kades & Cheifetz LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2024-12-31, Kades & Cheifetz LLC held 57,053.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.17 Mil. This investment constitutes 5.72% of their stock portfolio, and Kades & Cheifetz LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Kades & Cheifetz LLC has made 7 purchases of VIG, at an average price of $156.10, for a total of 57,431.00 shares. In addition, there have been 1 sales at an average price of $179.98 for 378.00 shares. Based on historical transaction data and VIG's current price of $206.10, Kades & Cheifetz LLC's estimated gain on his VIG holdings is $2.86 Mil, reflecting a 31.92% gain to date.

Kades & Cheifetz LLC VIG ($206.10) Holding Chart

Kades & Cheifetz 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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