Number of Shares
21,945.00
Current Holdings Value*
$4.26 Mil
% of Portfolio
2.56%
Total Estimate Gain
$925,906.35
% of Total Estimate Gain
15.69%

Resurgent Financial Advisors LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Resurgent Financial Advisors LLC held 21,945.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.26 Mil. This investment constitutes 2.56% of their stock portfolio, and Resurgent Financial Advisors LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then Resurgent Financial Advisors LLC has made 11 purchases of VIG, at an average price of $169.94, for a total of 34,730.00 shares. In addition, there have been 1 sales at an average price of $179.98 for 12,785.00 shares. Based on historical transaction data and VIG's current price of $206.28, Resurgent Financial Advisors LLC's estimated gain on his VIG holdings is $925,906.35, reflecting a 15.69% gain to date.

Resurgent Financial Advisors LLC VIG ($206.28) Holding Chart

Resurgent Financial Advisors LLC VIG ($206.28) 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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