McCarthy & Cox VIG Holdings History

Number of Shares
91,818.00
Current Holdings Value*
$17.81 Mil
% of Portfolio
7.76%
Total Estimate Gain
$3.21 Mil
% of Total Estimate Gain
17.27%

McCarthy & Cox's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, McCarthy & Cox held 91,818.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $17.81 Mil. This investment constitutes 7.76% of their stock portfolio, and McCarthy & Cox now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q1. And since then McCarthy & Cox has made 1 purchases of VIG, at an average price of $175.68, for a total of 105,803.00 shares. In addition, there have been 3 sales at an average price of $194.25 for 13,985.00 shares. Based on historical transaction data and VIG's current price of $207.81, McCarthy & Cox's estimated gain on his VIG holdings is $3.21 Mil, reflecting a 17.27% gain to date.

McCarthy & Cox VIG ($207.81) Holding Chart

McCarthy & Cox VIG ($207.81) 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 %

Top Ranked Articles

  • 1