Vantage Financial Partners Ltd., Inc. DGRW Holdings History
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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