Principle Wealth Partners LLC VIG Holdings History
Principle Wealth Partners LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 242,690.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $47.08 Mil. This investment constitutes 3.37% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q4. And since then Principle Wealth Partners LLC has made 14 purchases of VIG, at an average price of $126.06, for a total of 392,334.00 shares. In addition, there have been 11 sales at an average price of $152.84 for 149,644.00 shares. Based on historical transaction data and VIG's current price of $206.10, Principle Wealth Partners LLC's estimated gain on his VIG holdings is $23.43 Mil, reflecting a 47.38% gain to date.
Principle Wealth Partners LLC VIG ($206.10) Holding Chart
Principle Wealth Partners 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
