Number of Shares
260,256.00
Current Holdings Value*
$50.49 Mil
% of Portfolio
3.52%
Total Estimate Gain
$18.43 Mil
% of Total Estimate Gain
45.07%

Resonant Capital Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Resonant Capital Advisors, LLC held 260,256.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $50.49 Mil. This investment constitutes 3.52% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then Resonant Capital Advisors, LLC has made 20 purchases of VIG, at an average price of $138.03, for a total of 296,194.00 shares. In addition, there have been 2 sales at an average price of $155.99 for 35,938.00 shares. Based on historical transaction data and VIG's current price of $206.35, Resonant Capital Advisors, LLC's estimated gain on his VIG holdings is $18.43 Mil, reflecting a 45.07% gain to date.

Resonant Capital Advisors, LLC VIG ($206.35) Holding Chart

Resonant Capital Advisors, LLC VIG ($206.35) 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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