M3 Advisory Group, LLC VIG Holdings History
M3 Advisory Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, M3 Advisory Group, LLC held 59,823.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.61 Mil. This investment constitutes 9.17% of their stock portfolio, and M3 Advisory Group, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then M3 Advisory Group, LLC has made 5 purchases of VIG, at an average price of $165.85, for a total of 59,823.00 shares. Based on historical transaction data and VIG's current price of $206.25, M3 Advisory Group, LLC's estimated gain on his VIG holdings is $2.42 Mil, reflecting a 24.36% gain to date.
M3 Advisory Group, LLC VIG ($206.25) Holding Chart
M3 Advisory Group, LLC VIG ($206.25) 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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