Ratio Wealth Group VIG Holdings History
Ratio Wealth Group's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-03-31, Ratio Wealth Group held 134,696.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $24.60 Mil. This investment constitutes 4.58% of their stock portfolio, and Ratio Wealth Group now holds -% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Ratio Wealth Group has made 9 purchases of VIG, at an average price of $140.70, for a total of 145,243.00 shares. In addition, there have been 3 sales at an average price of $151.89 for 10,547.00 shares. Based on historical transaction data and VIG's current price of $205.42, Ratio Wealth Group's estimated gain on his VIG holdings is $8.84 Mil, reflecting a 43.23% gain to date.
Ratio Wealth Group VIG ($205.42) Holding Chart
Ratio Wealth Group VIG ($205.42) 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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