Stokes Capital Advisors, LLC VIG Holdings History
Stokes Capital Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Stokes Capital Advisors, LLC held 27,520.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.63 Mil. This investment constitutes 1.38% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then Stokes Capital Advisors, LLC has made 16 purchases of VIG, at an average price of $125.28, for a total of 101,972.00 shares. In addition, there have been 13 sales at an average price of $161.31 for 74,452.00 shares. Based on historical transaction data and VIG's current price of $208.10, Stokes Capital Advisors, LLC's estimated gain on his VIG holdings is $4.96 Mil, reflecting a 38.84% gain to date.
Stokes Capital Advisors, LLC VIG ($208.10) Holding Chart
Stokes Capital Advisors, LLC VIG ($208.10) 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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