Waverly Advisors, LLC VIG Holdings History
Waverly Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 891,032.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $172.85 Mil. This investment constitutes 2.11% of their stock portfolio, and Waverly Advisors, LLC now holds 0.2% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 16 purchases of VIG, at an average price of $162.71, for a total of 901,254.00 shares. In addition, there have been 3 sales at an average price of $114.06 for 10,222.00 shares. Based on historical transaction data and VIG's current price of $207.88, Waverly Advisors, LLC's estimated gain on his VIG holdings is $39.75 Mil, reflecting a 27.11% gain to date.
Waverly Advisors, LLC VIG ($207.88) Holding Chart
Waverly Advisors, LLC VIG ($207.88) 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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