Number of Shares
103,648.00
Current Holdings Value*
$20.11 Mil
% of Portfolio
8.35%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
21.71%

CONSOLIDATED CAPITAL MANAGEMENT, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, CONSOLIDATED CAPITAL MANAGEMENT, LLC held 103,648.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $20.11 Mil. This investment constitutes 8.35% of their stock portfolio, and CONSOLIDATED CAPITAL MANAGEMENT, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then CONSOLIDATED CAPITAL MANAGEMENT, LLC has made 5 purchases of VIG, at an average price of $166.72, for a total of 104,728.00 shares. In addition, there have been 1 sales at an average price of $175.68 for 1,080.00 shares. Based on historical transaction data and VIG's current price of $203.20, CONSOLIDATED CAPITAL MANAGEMENT, LLC's estimated gain on his VIG holdings is $3.79 Mil, reflecting a 21.71% gain to date.

CONSOLIDATED CAPITAL MANAGEMENT, LLC VIG ($203.20) Holding Chart

CONSOLIDATED CAPITAL MANAGEMENT, LLC VIG ($203.20) 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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