Number of Shares
17,749.00
Current Holdings Value*
$3.63 Mil
% of Portfolio
0.46%
Total Estimate Gain
$4.26 Mil
% of Total Estimate Gain
42.98%

Archford Capital Strategies, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 17,749.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.63 Mil. This investment constitutes 0.46% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2014Q2. And since then Archford Capital Strategies, LLC has made 23 purchases of VIG, at an average price of $119.50, for a total of 82,946.00 shares. In addition, there have been 11 sales at an average price of $161.26 for 65,197.00 shares. Based on historical transaction data and VIG's current price of $206.10, Archford Capital Strategies, LLC's estimated gain on his VIG holdings is $4.26 Mil, reflecting a 42.98% gain to date.

Archford Capital Strategies, LLC VIG ($206.10) Holding Chart

Archford Capital Strategies, LLC 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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