Plotkin Financial Advisors, LLC VIG Holdings History
Plotkin Financial Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Plotkin Financial Advisors, LLC held 40,693.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.89 Mil. This investment constitutes 4.85% of their stock portfolio, and Plotkin Financial Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Plotkin Financial Advisors, LLC has made 14 purchases of VIG, at an average price of $132.47, for a total of 52,909.00 shares. In addition, there have been 6 sales at an average price of $132.55 for 12,216.00 shares. Based on historical transaction data and VIG's current price of $207.81, Plotkin Financial Advisors, LLC's estimated gain on his VIG holdings is $3.07 Mil, reflecting a 43.76% gain to date.
Plotkin Financial Advisors, LLC VIG ($207.81) Holding Chart
Plotkin Financial 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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