Number of Shares
84,752.00
Current Holdings Value*
$12.99 Mil
% of Portfolio
3.41%
Total Estimate Gain
$7.02 Mil
% of Total Estimate Gain
31.90%

2035 Preservation Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary

As of 2023-05-31, 2035 Preservation Blend Portfolio held 84,752.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.99 Mil. This investment constitutes 3.41% of their stock portfolio, and 2035 Preservation 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 2035 Preservation Blend Portfolio has made 3 purchases of VIG, at an average price of $124.16, for a total of 177,255.00 shares. In addition, there have been 10 sales at an average price of $124.51 for 92,503.00 shares. Based on historical transaction data and VIG's current price of $206.63, 2035 Preservation Blend Portfolio's estimated gain on his VIG holdings is $7.02 Mil, reflecting a 31.90% gain to date.

2035 Preservation Blend Portfolio VIG ($206.63) Holding Chart

2035 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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