Number of Shares
152,756.00
Current Holdings Value*
$29.63 Mil
% of Portfolio
6.75%
Total Estimate Gain
$956,706.69
% of Total Estimate Gain
3.13%

WEST PACES ADVISORS INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, WEST PACES ADVISORS INC. held 152,756.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $29.63 Mil. This investment constitutes 6.75% of their stock portfolio, and WEST PACES ADVISORS INC. now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then WEST PACES ADVISORS INC. has made 6 purchases of VIG, at an average price of $196.78, for a total of 155,175.00 shares. In addition, there have been 2 sales at an average price of $138.94 for 2,419.00 shares. Based on historical transaction data and VIG's current price of $203.96, WEST PACES ADVISORS INC.'s estimated gain on his VIG holdings is $956,706.69, reflecting a 3.13% gain to date.

WEST PACES ADVISORS INC. VIG ($203.96) Holding Chart

WEST PACES ADVISORS INC. VIG ($203.96) 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 %

Top Ranked Articles

  • 1