YARGER WEALTH STRATEGIES, LLC TDVG Holdings History
Number of Shares
321,783.00
Current Holdings Value*
$13.00 Mil
% of Portfolio
7.58%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
17.90%
YARGER WEALTH STRATEGIES, LLC's T. Rowe Price Dividend Growth ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 321,783.00 shares of T. Rowe Price Dividend Growth ETF(TDVG), totaling $13.00 Mil. This investment constitutes 7.58% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 1.69% of the outstanding T. Rowe Price Dividend Growth ETF(TDVG) stock.
The initial trade took place in 2023Q2. And since then YARGER WEALTH STRATEGIES, LLC has made 8 purchases of TDVG, at an average price of $36.00, for a total of 321,783.00 shares. Based on historical transaction data and TDVG's current price of $42.45, YARGER WEALTH STRATEGIES, LLC's estimated gain on his TDVG holdings is $2.07 Mil, reflecting a 17.90% gain to date.
YARGER WEALTH STRATEGIES, LLC TDVG ($42.45) Holding Chart
YARGER WEALTH STRATEGIES, LLC TDVG ($42.45) 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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