OAK HILL WEALTH ADVISORS, LLC VIG Holdings History
OAK HILL WEALTH ADVISORS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, OAK HILL WEALTH ADVISORS, LLC held 165,785.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $34.15 Mil. This investment constitutes 7.08% of their stock portfolio, and OAK HILL WEALTH ADVISORS, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q4. And since then OAK HILL WEALTH ADVISORS, LLC has made 8 purchases of VIG, at an average price of $175.05, for a total of 556,793.00 shares. In addition, there have been 2 sales at an average price of $183.06 for 391,008.00 shares. Based on historical transaction data and VIG's current price of $206.96, OAK HILL WEALTH ADVISORS, LLC's estimated gain on his VIG holdings is $8.42 Mil, reflecting a 8.64% gain to date.
OAK HILL WEALTH ADVISORS, LLC VIG ($206.96) Holding Chart
OAK HILL WEALTH ADVISORS, LLC VIG ($206.96) 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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