Levy Wealth Management Group, LLC VIG Holdings History
Levy Wealth Management Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-06-30, Levy Wealth Management Group, LLC held 262,020.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $47.83 Mil. This investment constitutes 12.25% of their stock portfolio, and Levy Wealth Management Group, LLC now holds -% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Levy Wealth Management Group, LLC has made 11 purchases of VIG, at an average price of $147.29, for a total of 266,203.00 shares. In addition, there have been 2 sales at an average price of $158.21 for 4,183.00 shares. Based on historical transaction data and VIG's current price of $205.93, Levy Wealth Management Group, LLC's estimated gain on his VIG holdings is $15.41 Mil, reflecting a 39.31% gain to date.
Levy Wealth Management Group, LLC VIG ($205.93) Holding Chart
Levy Wealth Management Group, 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
