ProVise Management Group, LLC VIG Holdings History
ProVise Management Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, ProVise Management Group, LLC held 141,546.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $27.46 Mil. This investment constitutes 2.33% of their stock portfolio, and ProVise Management Group, LLC now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q1. And since then ProVise Management Group, LLC has made 17 purchases of VIG, at an average price of $80.00, for a total of 398,680.00 shares. In addition, there have been 19 sales at an average price of $141.81 for 257,134.00 shares. Based on historical transaction data and VIG's current price of $204.99, ProVise Management Group, LLC's estimated gain on his VIG holdings is $33.58 Mil, reflecting a 105.29% gain to date.
ProVise Management Group, LLC VIG ($204.99) Holding Chart
ProVise Management Group, LLC VIG ($204.99) 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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