Number of Shares
8,561.00
Current Holdings Value*
$1.74 Mil
% of Portfolio
4.95%
Total Estimate Gain
$907,139.12
% of Total Estimate Gain
47.09%

2010 Lifetime Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-02-28, 2010 Lifetime Blend Portfolio held 8,561.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.74 Mil. This investment constitutes 4.95% of their stock portfolio, and 2010 Lifetime Blend Portfolio now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then 2010 Lifetime Blend Portfolio has made 10 purchases of VIG, at an average price of $128.13, for a total of 15,036.00 shares. In addition, there have been 10 sales at an average price of $165.32 for 6,475.00 shares. Based on historical transaction data and VIG's current price of $205.97, 2010 Lifetime Blend Portfolio's estimated gain on his VIG holdings is $907,139.12, reflecting a 47.09% gain to date.

2010 Lifetime Blend Portfolio VIG ($205.97) Holding Chart

2010 Lifetime Blend Portfolio VIG ($205.97) 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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