Live Your Vision, LLC DGRW Holdings History
Number of Shares
396,503.00
Current Holdings Value*
$17.62 Mil
% of Portfolio
5.86%
Total Estimate Gain
$17.33 Mil
% of Total Estimate Gain
106.40%
Live Your Vision, LLC's WisdomTree U.S. Dividend Growth Fund Holding Summary
As of 2019-03-31, Live Your Vision, LLC held 396,503.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $17.62 Mil. This investment constitutes 5.86% of their stock portfolio, and Live Your Vision, LLC now holds 0.36% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.
The initial trade took place in 2018Q2. And since then Live Your Vision, LLC has made 4 purchases of DGRW, at an average price of $41.09, for a total of 396,503.00 shares. Based on historical transaction data and DGRW's current price of $84.81, Live Your Vision, LLC's estimated gain on his DGRW holdings is $17.33 Mil, reflecting a 106.40% gain to date.
Live Your Vision, LLC DGRW ($84.81) Holding Chart
Live Your Vision, LLC DGRW ($84.81) 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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