Lighthouse Wealth Management Inc. TDVG Holdings History
Lighthouse Wealth Management Inc.'s T. Rowe Price Dividend Growth ETF Holding Summary
As of 2025-06-30, Lighthouse Wealth Management Inc. held 20,974.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $888,890.00. This investment constitutes 0.77% of their stock portfolio, and Lighthouse Wealth Management Inc. now holds 0.11% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.
The initial trade took place in 2025Q1. And since then Lighthouse Wealth Management Inc. has made 2 purchases of TDVG, at an average price of $40.47, for a total of 20,974.00 shares. Based on historical transaction data and TDVG's current price of $42.37, Lighthouse Wealth Management Inc.'s estimated gain on his TDVG holdings is $39,775.48, reflecting a 4.69% gain to date.
Lighthouse Wealth Management Inc. TDVG ($42.37) Holding Chart
Lighthouse Wealth Management Inc. TDVG ($42.37) 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
