Keel Point Advisors, LLC VIG Holdings History
Number of Shares
97,238.00
Current Holdings Value*
$7.89 Mil
% of Portfolio
6.63%
Total Estimate Gain
$12.53 Mil
% of Total Estimate Gain
162.90%
Keel Point Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2014-12-31, Keel Point Advisors, LLC held 97,238.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.89 Mil. This investment constitutes 6.63% of their stock portfolio, and Keel Point Advisors, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q4. Based on historical transaction data and VIG's current price of $208.03, Keel Point Advisors, LLC's estimated gain on his VIG holdings is $12.53 Mil, reflecting a 162.90% gain to date.
Keel Point Advisors, LLC VIG ($208.03) Holding Chart
Keel Point Advisors, LLC VIG ($208.03) 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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