Number of Shares
408,194.00
Current Holdings Value*
$36.79 Mil
% of Portfolio
5.83%
Total Estimate Gain
$10.63 Mil
% of Total Estimate Gain
32.44%

Capital Advantage, Inc.'s Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-06-30, Capital Advantage, Inc. held 408,194.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $36.79 Mil. This investment constitutes 5.83% of their stock portfolio, and Capital Advantage, Inc. now holds 0.45% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2020Q2. And since then Capital Advantage, Inc. has made 11 purchases of VIGI, at an average price of $65.03, for a total of 504,066.00 shares. In addition, there have been 9 sales at an average price of $74.05 for 95,872.00 shares. Based on historical transaction data and VIGI's current price of $88.97, Capital Advantage, Inc.'s estimated gain on his VIGI holdings is $10.63 Mil, reflecting a 32.44% gain to date.

Capital Advantage, Inc. VIGI ($88.97) Holding Chart

Capital Advantage, Inc. VIGI ($88.97) 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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