Number of Shares
40,179.00
Current Holdings Value*
$7.73 Mil
% of Portfolio
3.7%
Total Estimate Gain
$106,437.47
% of Total Estimate Gain
1.33%

Alexis Investment Partners, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Alexis Investment Partners, LLC held 40,179.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.73 Mil. This investment constitutes 3.7% of their stock portfolio, and Alexis Investment Partners, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Alexis Investment Partners, LLC has made 1 purchases of VIG, at an average price of $199.68, for a total of 40,179.00 shares. Based on historical transaction data and VIG's current price of $202.33, Alexis Investment Partners, LLC's estimated gain on his VIG holdings is $106,437.47, reflecting a 1.33% gain to date.

Alexis Investment Partners, LLC VIG ($202.33) Holding Chart

Alexis Investment Partners, LLC VIG ($202.33) 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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