Number of Shares
138,628.00
Current Holdings Value*
$21.24 Mil
% of Portfolio
3.89%
Total Estimate Gain
$10.72 Mil
% of Total Estimate Gain
39.31%

2030 Preservation Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary

As of 2023-05-31, 2030 Preservation Blend Portfolio held 138,628.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $21.24 Mil. This investment constitutes 3.89% of their stock portfolio, and 2030 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 2030 Preservation Blend Portfolio has made 3 purchases of VIG, at an average price of $129.25, for a total of 210,963.00 shares. In addition, there have been 10 sales at an average price of $129.13 for 72,335.00 shares. Based on historical transaction data and VIG's current price of $206.63, 2030 Preservation Blend Portfolio's estimated gain on his VIG holdings is $10.72 Mil, reflecting a 39.31% gain to date.

2030 Preservation Blend Portfolio VIG ($206.63) Holding Chart

2030 Preservation Blend Portfolio VIG ($206.63) 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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