Ratio Wealth Group VIG Holdings History

Number of Shares
134,696.00
Current Holdings Value*
$24.60 Mil
% of Portfolio
4.58%
Total Estimate Gain
$8.84 Mil
% of Total Estimate Gain
43.23%

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 %

Top Ranked Articles

  • 1