Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$162,983.26
% of Total Estimate Gain
42.39%

ASSET PLANNING CORPORATION's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, ASSET PLANNING CORPORATION held - shares of Vanguard Dividend Appreciation FTF(VIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 10 purchases of VIG, at an average price of $135.00, for a total of 2,848.00 shares. In addition, there have been 5 sales at an average price of $192.23 for 2,848.00 shares. Based on historical transaction data and VIG's current price of $206.96, ASSET PLANNING CORPORATION's estimated gain on his VIG holdings is $162,983.26, reflecting a 42.39% gain to date.

ASSET PLANNING CORPORATION VIG ($206.96) Holding Chart

ASSET PLANNING CORPORATION VIG ($206.96) 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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