Number of Shares
22,058.00
Current Holdings Value*
$4.28 Mil
% of Portfolio
2.22%
Total Estimate Gain
$1.79 Mil
% of Total Estimate Gain
56.32%

Abbot Financial Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Abbot Financial Management, Inc. held 22,058.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.28 Mil. This investment constitutes 2.22% of their stock portfolio, and Abbot Financial Management, Inc. now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then Abbot Financial Management, Inc. has made 23 purchases of VIG, at an average price of $127.99, for a total of 24,775.00 shares. In addition, there have been 3 sales at an average price of $151.09 for 2,717.00 shares. Based on historical transaction data and VIG's current price of $206.10, Abbot Financial Management, Inc.'s estimated gain on his VIG holdings is $1.79 Mil, reflecting a 56.32% gain to date.

Abbot Financial Management, Inc. VIG ($206.10) Holding Chart

Abbot Financial Management, Inc. VIG ($206.10) 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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