2040 Lifetime Blend Portfolio VIG Holdings History
2040 Lifetime Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-02-28, 2040 Lifetime Blend Portfolio held 35,618.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.24 Mil. This investment constitutes 3.07% of their stock portfolio, and 2040 Lifetime Blend Portfolio now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then 2040 Lifetime Blend Portfolio has made 16 purchases of VIG, at an average price of $129.50, for a total of 86,558.00 shares. In addition, there have been 3 sales at an average price of $135.55 for 50,940.00 shares. Based on historical transaction data and VIG's current price of $206.17, 2040 Lifetime Blend Portfolio's estimated gain on his VIG holdings is $3.04 Mil, reflecting a 27.11% gain to date.
2040 Lifetime Blend Portfolio VIG ($206.17) Holding Chart
2040 Lifetime Blend Portfolio VIG ($206.17) 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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