Number of Shares
31,580.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
2.28%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
58.57%

ROMAN BUTLER FULLERTON & CO's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, ROMAN BUTLER FULLERTON & CO held 31,580.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.87 Mil. This investment constitutes 2.28% of their stock portfolio, and ROMAN BUTLER FULLERTON & CO now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then ROMAN BUTLER FULLERTON & CO has made 23 purchases of VIG, at an average price of $130.21, for a total of 32,707.00 shares. In addition, there have been 2 sales at an average price of $163.62 for 1,127.00 shares. Based on historical transaction data and VIG's current price of $208.01, ROMAN BUTLER FULLERTON & CO's estimated gain on his VIG holdings is $2.49 Mil, reflecting a 58.57% gain to date.

ROMAN BUTLER FULLERTON & CO VIG ($208.01) Holding Chart

ROMAN BUTLER FULLERTON & CO VIG ($208.01) 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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