Transparent Wealth Partners LLC VIG Holdings History
Transparent Wealth Partners LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-03-31, Transparent Wealth Partners LLC held 231,183.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $35.60 Mil. This investment constitutes 26.02% of their stock portfolio, and Transparent Wealth Partners LLC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q1. And since then Transparent Wealth Partners LLC has made 4 purchases of VIG, at an average price of $151.63, for a total of 231,183.00 shares. In addition, there have been 1 sales at an average price of $- for - shares. Based on historical transaction data and VIG's current price of $203.90, Transparent Wealth Partners LLC's estimated gain on his VIG holdings is $12.08 Mil, reflecting a 34.47% gain to date.
Transparent Wealth Partners LLC VIG ($203.90) Holding Chart
Transparent Wealth Partners LLC VIG ($203.90) 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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