Number of Shares
79,684.00
Current Holdings Value*
$16.19 Mil
% of Portfolio
6.26%
Total Estimate Gain
$7.00 Mil
% of Total Estimate Gain
46.27%

2025 Lifetime Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-02-28, 2025 Lifetime Blend Portfolio held 79,684.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.19 Mil. This investment constitutes 6.26% of their stock portfolio, and 2025 Lifetime Blend Portfolio now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then 2025 Lifetime Blend Portfolio has made 15 purchases of VIG, at an average price of $134.63, for a total of 112,341.00 shares. In addition, there have been 5 sales at an average price of $174.70 for 32,657.00 shares. Based on historical transaction data and VIG's current price of $206.03, 2025 Lifetime Blend Portfolio's estimated gain on his VIG holdings is $7.00 Mil, reflecting a 46.27% gain to date.

2025 Lifetime Blend Portfolio VIG ($206.03) Holding Chart

2025 Lifetime Blend Portfolio VIG ($206.03) 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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