Number of Shares
82,018.00
Current Holdings Value*
$15.91 Mil
% of Portfolio
2.28%
Total Estimate Gain
$4.12 Mil
% of Total Estimate Gain
31.30%

Onyx Bridge Wealth Group LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 82,018.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $15.91 Mil. This investment constitutes 2.28% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q1. And since then Onyx Bridge Wealth Group LLC has made 8 purchases of VIG, at an average price of $155.94, for a total of 84,456.00 shares. In addition, there have been 2 sales at an average price of $159.05 for 2,438.00 shares. Based on historical transaction data and VIG's current price of $206.10, Onyx Bridge Wealth Group LLC's estimated gain on his VIG holdings is $4.12 Mil, reflecting a 31.30% gain to date.

Onyx Bridge Wealth Group LLC VIG ($206.10) Holding Chart

Onyx Bridge Wealth Group LLC 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 %

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