New England Private Wealth Advisors LLC VIG Holdings History
New England Private Wealth Advisors LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 228,126.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $44.25 Mil. This investment constitutes 6.84% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q1. And since then New England Private Wealth Advisors LLC has made 17 purchases of VIG, at an average price of $137.81, for a total of 926,415.00 shares. In addition, there have been 19 sales at an average price of $153.02 for 698,289.00 shares. Based on historical transaction data and VIG's current price of $207.81, New England Private Wealth Advisors LLC's estimated gain on his VIG holdings is $26.59 Mil, reflecting a 20.82% gain to date.
New England Private Wealth Advisors LLC VIG ($207.81) Holding Chart
New England Private Wealth Advisors LLC 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 % | |||
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