Strategic Financial Concepts, LLC VIG Holdings History
Strategic Financial Concepts, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 62,334.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.09 Mil. This investment constitutes 2.27% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 6 purchases of VIG, at an average price of $179.95, for a total of 8.79 Mil shares. In addition, there have been 2 sales at an average price of $190.38 for 8.73 Mil shares. Based on historical transaction data and VIG's current price of $207.22, Strategic Financial Concepts, LLC's estimated gain on his VIG holdings is $92.74 Mil, reflecting a 5.86% gain to date.
Strategic Financial Concepts, LLC VIG ($207.22) Holding Chart
Strategic Financial Concepts, LLC VIG ($207.22) 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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