KerberRose Wealth Management, LLC VIG Holdings History
Number of Shares
21,390.00
Current Holdings Value*
$3.07 Mil
% of Portfolio
2.5%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
35.76%
KerberRose Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2022-06-30, KerberRose Wealth Management, LLC held 21,390.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.07 Mil. This investment constitutes 2.5% of their stock portfolio, and KerberRose Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q2. Based on historical transaction data and VIG's current price of $205.93, KerberRose Wealth Management, LLC's estimated gain on his VIG holdings is $1.16 Mil, reflecting a 35.76% gain to date.
KerberRose Wealth Management, LLC VIG ($205.93) Holding Chart
KerberRose Wealth Management, LLC VIG ($205.93) 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers