MOTIVE WEALTH ADVISORS VIG Holdings History
MOTIVE WEALTH ADVISORS's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 73,752.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $15.09 Mil. This investment constitutes 6.87% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 8 purchases of VIG, at an average price of $160.97, for a total of 108,754.00 shares. In addition, there have been 7 sales at an average price of $156.49 for 35,002.00 shares. Based on historical transaction data and VIG's current price of $206.71, MOTIVE WEALTH ADVISORS's estimated gain on his VIG holdings is $3.22 Mil, reflecting a 18.38% gain to date.
MOTIVE WEALTH ADVISORS VIG ($206.71) Holding Chart
MOTIVE WEALTH ADVISORS VIG ($206.71) 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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