Portside Wealth Group, LLC VIG Holdings History
Portside Wealth Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 4,855.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $941,820.00. This investment constitutes 0.15% of their stock portfolio, and Portside Wealth Group, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then Portside Wealth Group, LLC has made 3 purchases of VIG, at an average price of $183.49, for a total of 15,856.00 shares. In addition, there have been 3 sales at an average price of $198.49 for 11,001.00 shares. Based on historical transaction data and VIG's current price of $206.76, Portside Wealth Group, LLC's estimated gain on his VIG holdings is $278,037.88, reflecting a 9.56% gain to date.
Portside Wealth Group, LLC VIG ($206.76) Holding Chart
Portside Wealth Group, LLC VIG ($206.76) 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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