Number of Shares
201,537.00
Current Holdings Value*
$15.73 Mil
% of Portfolio
3.91%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
13.58%

Vantage Financial Partners Ltd., Inc.'s WisdomTree U.S. Dividend Growth Fund Holding Summary

As of 2024-06-30, Vantage Financial Partners Ltd., Inc. held 201,537.00 shares of WisdomTree U.S. Dividend Growth Fund(DGRW), totaling $15.73 Mil. This investment constitutes 3.91% of their stock portfolio, and Vantage Financial Partners Ltd., Inc. now holds -% of the outstanding WisdomTree U.S. Dividend Growth Fund(DGRW) stock.

The initial trade took place in 2024Q2. And since then Vantage Financial Partners Ltd., Inc. has made 1 purchases of DGRW, at an average price of $75.57, for a total of 201,537.00 shares. Based on historical transaction data and DGRW's current price of $85.83, Vantage Financial Partners Ltd., Inc.'s estimated gain on his DGRW holdings is $2.07 Mil, reflecting a 13.58% gain to date.

Vantage Financial Partners Ltd., Inc. DGRW ($85.83) Holding Chart

Vantage Financial Partners Ltd., Inc. DGRW ($85.83) 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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