Sincerus Advisory, LLC VIG Holdings History
Number of Shares
17,477.00
Current Holdings Value*
$3.39 Mil
% of Portfolio
3.58%
Total Estimate Gain
$114,255.76
% of Total Estimate Gain
3.12%
Sincerus Advisory, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Sincerus Advisory, LLC held 17,477.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.39 Mil. This investment constitutes 3.58% of their stock portfolio, and Sincerus Advisory, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $198.85 for 874.00 shares. Based on historical transaction data and VIG's current price of $206.28, Sincerus Advisory, LLC's estimated gain on his VIG holdings is $114,255.76, reflecting a 3.12% gain to date.
Sincerus Advisory, LLC VIG ($206.28) Holding Chart
Sincerus Advisory, 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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