LEWIS CAPITAL MANAGEMENT, LLC VIG Holdings History
LEWIS CAPITAL MANAGEMENT, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-09-30, LEWIS CAPITAL MANAGEMENT, LLC held 20,487.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.18 Mil. This investment constitutes 4.96% of their stock portfolio, and LEWIS CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q4. And since then LEWIS CAPITAL MANAGEMENT, LLC has made 3 purchases of VIG, at an average price of $163.94, for a total of 24,133.00 shares. In addition, there have been 4 sales at an average price of $149.52 for 3,646.00 shares. Based on historical transaction data and VIG's current price of $208.32, LEWIS CAPITAL MANAGEMENT, LLC's estimated gain on his VIG holdings is $856,610.81, reflecting a 21.65% gain to date.
LEWIS CAPITAL MANAGEMENT, LLC VIG ($208.32) Holding Chart
LEWIS CAPITAL MANAGEMENT, 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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