Klaas Financial Asset Advisors, LLC VIG Holdings History
Klaas Financial Asset Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Klaas Financial Asset Advisors, LLC held 130,814.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $26.77 Mil. This investment constitutes 4.24% of their stock portfolio, and Klaas Financial Asset Advisors, LLC now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Klaas Financial Asset Advisors, LLC has made 15 purchases of VIG, at an average price of $142.23, for a total of 270,830.00 shares. In addition, there have been 3 sales at an average price of $178.89 for 140,016.00 shares. Based on historical transaction data and VIG's current price of $206.17, Klaas Financial Asset Advisors, LLC's estimated gain on his VIG holdings is $13.50 Mil, reflecting a 35.04% gain to date.
Klaas Financial Asset Advisors, LLC VIG ($206.17) Holding Chart
Klaas Financial Asset 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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