Kagan Cocozza Asset Management VIG Holdings History
Kagan Cocozza Asset Management's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Kagan Cocozza Asset Management held 39,783.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.14 Mil. This investment constitutes 6.24% of their stock portfolio, and Kagan Cocozza Asset Management now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. And since then Kagan Cocozza Asset Management has made 2 purchases of VIG, at an average price of $199.59, for a total of 39,783.00 shares. Based on historical transaction data and VIG's current price of $206.52, Kagan Cocozza Asset Management's estimated gain on his VIG holdings is $275,769.62, reflecting a 3.47% gain to date.
Kagan Cocozza Asset Management VIG ($206.52) Holding Chart
Kagan Cocozza Asset Management VIG ($206.52) 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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