McCarthy Asset Management, Inc. VIG Holdings History
McCarthy Asset Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 124,068.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $24.07 Mil. This investment constitutes 17.43% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then McCarthy Asset Management, Inc. has made 5 purchases of VIG, at an average price of $136.23, for a total of 150,095.00 shares. In addition, there have been 12 sales at an average price of $171.14 for 26,027.00 shares. Based on historical transaction data and VIG's current price of $206.10, McCarthy Asset Management, Inc.'s estimated gain on his VIG holdings is $9.58 Mil, reflecting a 46.84% gain to date.
McCarthy Asset Management, Inc. VIG ($206.10) Holding Chart
McCarthy Asset Management, Inc. VIG ($206.10) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
