Number of Shares
7,722.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.64%
Total Estimate Gain
$261,227.17
% of Total Estimate Gain
19.63%

Key Client Fiduciary Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 7,722.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.58 Mil. This investment constitutes 0.64% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 14 purchases of VIG, at an average price of $172.34, for a total of 7,722.00 shares. Based on historical transaction data and VIG's current price of $206.17, Key Client Fiduciary Advisors, LLC's estimated gain on his VIG holdings is $261,227.17, reflecting a 19.63% gain to date.

Key Client Fiduciary Advisors, LLC VIG ($206.17) Holding Chart

Key Client Fiduciary Advisors, LLC VIG ($206.17) 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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