Number of Shares
1,384.00
Current Holdings Value*
$274,040.00
% of Portfolio
23.77%
Total Estimate Gain
$156,654.88
% of Total Estimate Gain
21.30%

AFS Financial Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2024-09-30, AFS Financial Group, LLC held 1,384.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $274,040.00. This investment constitutes 23.77% of their stock portfolio, and AFS Financial Group, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then AFS Financial Group, LLC has made 3 purchases of VIG, at an average price of $148.63, for a total of 4,948.00 shares. In addition, there have been 4 sales at an average price of $170.32 for 3,564.00 shares. Based on historical transaction data and VIG's current price of $205.97, AFS Financial Group, LLC's estimated gain on his VIG holdings is $156,654.88, reflecting a 21.30% gain to date.

AFS Financial Group, LLC VIG ($205.97) Holding Chart

AFS Financial Group, LLC VIG ($205.97) 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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