Number of Shares
136,686.00
Current Holdings Value*
$20.95 Mil
% of Portfolio
4.21%
Total Estimate Gain
$10.63 Mil
% of Total Estimate Gain
43.12%

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

As of 2023-05-31, 2025 Preservation Blend Portfolio held 136,686.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $20.95 Mil. This investment constitutes 4.21% of their stock portfolio, and 2025 Preservation Blend Portfolio now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then 2025 Preservation Blend Portfolio has made 5 purchases of VIG, at an average price of $131.57, for a total of 187,358.00 shares. In addition, there have been 8 sales at an average price of $140.29 for 50,672.00 shares. Based on historical transaction data and VIG's current price of $206.10, 2025 Preservation Blend Portfolio's estimated gain on his VIG holdings is $10.63 Mil, reflecting a 43.12% gain to date.

2025 Preservation Blend Portfolio VIG ($206.10) Holding Chart

2025 Preservation Blend Portfolio VIG ($206.10) 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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