MBL Wealth, LLC TDVG Holdings History
Number of Shares
144,787.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
0.59%
Total Estimate Gain
$356,176.02
% of Total Estimate Gain
6.10%
MBL Wealth, LLC's T. Rowe Price Dividend Growth ETF Holding Summary
As of 2025-06-30, MBL Wealth, LLC held 144,787.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $6.14 Mil. This investment constitutes 0.59% of their stock portfolio, and MBL Wealth, LLC now holds 0.73% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.
The initial trade took place in 2025Q2. And since then MBL Wealth, LLC has made 1 purchases of TDVG, at an average price of $40.35, for a total of 144,787.00 shares. Based on historical transaction data and TDVG's current price of $42.81, MBL Wealth, LLC's estimated gain on his TDVG holdings is $356,176.02, reflecting a 6.10% gain to date.
MBL Wealth, LLC TDVG ($42.81) Holding Chart
MBL Wealth, LLC TDVG ($42.81) 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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