Number of Shares
38,219.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
3.29%
Total Estimate Gain
$3.98 Mil
% of Total Estimate Gain
18.98%

Legacy Wealth Partners, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2021-06-30, Legacy Wealth Partners, Inc. held 38,219.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.92 Mil. This investment constitutes 3.29% of their stock portfolio, and Legacy Wealth Partners, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then Legacy Wealth Partners, Inc. has made 2 purchases of VIG, at an average price of $129.45, for a total of 161,964.00 shares. In addition, there have been 4 sales at an average price of $137.76 for 123,745.00 shares. Based on historical transaction data and VIG's current price of $206.63, Legacy Wealth Partners, Inc.'s estimated gain on his VIG holdings is $3.98 Mil, reflecting a 18.98% gain to date.

Legacy Wealth Partners, Inc. VIG ($206.63) Holding Chart

Legacy Wealth Partners, Inc. VIG ($206.63) 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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