Kellett Wealth Advisors, LLC VIG Holdings History
Kellett Wealth Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 26,486.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.14 Mil. This investment constitutes 3.56% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q4. And since then Kellett Wealth Advisors, LLC has made 11 purchases of VIG, at an average price of $182.43, for a total of 28,231.00 shares. In addition, there have been 2 sales at an average price of $152.23 for 1,745.00 shares. Based on historical transaction data and VIG's current price of $208.32, Kellett Wealth Advisors, LLC's estimated gain on his VIG holdings is $632,921.92, reflecting a 12.29% gain to date.
Kellett Wealth Advisors, LLC VIG ($208.32) Holding Chart
Kellett Wealth Advisors, LLC VIG ($208.32) 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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