Number of Shares
461,990.00
Current Holdings Value*
$94.56 Mil
% of Portfolio
2.32%
Total Estimate Gain
$32.47 Mil
% of Total Estimate Gain
38.47%

TD PRIVATE CLIENT WEALTH LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, TD PRIVATE CLIENT WEALTH LLC held 461,990.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $94.56 Mil. This investment constitutes 2.32% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.11% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 13 purchases of VIG, at an average price of $140.02, for a total of 602,801.00 shares. In addition, there have been 5 sales at an average price of $153.82 for 140,811.00 shares. Based on historical transaction data and VIG's current price of $206.10, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his VIG holdings is $32.47 Mil, reflecting a 38.47% gain to date.

TD PRIVATE CLIENT WEALTH LLC VIG ($206.10) Holding Chart

TD PRIVATE CLIENT WEALTH LLC VIG ($206.10) 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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