Number of Shares
59,471.00
Current Holdings Value*
$11.54 Mil
% of Portfolio
4.61%
Total Estimate Gain
$6.94 Mil
% of Total Estimate Gain
61.96%

Allred Capital Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Allred Capital Management, LLC held 59,471.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.54 Mil. This investment constitutes 4.61% of their stock portfolio, and Allred Capital Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then Allred Capital Management, LLC has made 14 purchases of VIG, at an average price of $114.64, for a total of 97,714.00 shares. In addition, there have been 11 sales at an average price of $151.06 for 38,243.00 shares. Based on historical transaction data and VIG's current price of $207.92, Allred Capital Management, LLC's estimated gain on his VIG holdings is $6.94 Mil, reflecting a 61.96% gain to date.

Allred Capital Management, LLC VIG ($207.92) Holding Chart

Allred Capital Management, LLC VIG ($207.92) 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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