Mercer Investments LLC VIG Holdings History
Mercer Investments LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-03-31, Mercer Investments LLC held 83,921.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $15.21 Mil. This investment constitutes 24.31% of their stock portfolio, and Mercer Investments LLC now holds -% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q4. And since then Mercer Investments LLC has made 14 purchases of VIG, at an average price of $127.22, for a total of 146,501.00 shares. In addition, there have been 9 sales at an average price of $113.52 for 62,580.00 shares. Based on historical transaction data and VIG's current price of $206.33, Mercer Investments LLC's estimated gain on his VIG holdings is $5.78 Mil, reflecting a 31.02% gain to date.
Mercer Investments LLC VIG ($206.33) Holding Chart
Mercer Investments LLC VIG ($206.33) 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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