WEBSTERROGERS FINANCIAL ADVISORS, LLC VIG Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 54,360.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.13 Mil. This investment constitutes 3.54% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q3. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 7 purchases of VIG, at an average price of $196.04, for a total of 55,424.00 shares. In addition, there have been 4 sales at an average price of $155.55 for 1,064.00 shares. Based on historical transaction data and VIG's current price of $206.10, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his VIG holdings is $504,027.01, reflecting a 4.64% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC VIG ($206.10) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, 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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