Capital Advantage, Inc. VIG Holdings History
Capital Advantage, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Capital Advantage, Inc. held 113,525.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $23.24 Mil. This investment constitutes 3.68% of their stock portfolio, and Capital Advantage, Inc. now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q2. And since then Capital Advantage, Inc. has made 14 purchases of VIG, at an average price of $118.12, for a total of 205,877.00 shares. In addition, there have been 15 sales at an average price of $150.58 for 92,352.00 shares. Based on historical transaction data and VIG's current price of $206.96, Capital Advantage, Inc.'s estimated gain on his VIG holdings is $13.08 Mil, reflecting a 53.80% gain to date.
Capital Advantage, Inc. VIG ($206.96) Holding Chart
Capital Advantage, Inc. VIG ($206.96) 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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