Number of Shares
82,138.00
Current Holdings Value*
$16.81 Mil
% of Portfolio
4.96%
Total Estimate Gain
$3.30 Mil
% of Total Estimate Gain
20.45%

Carr Financial Group Corp's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Carr Financial Group Corp held 82,138.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.81 Mil. This investment constitutes 4.96% of their stock portfolio, and Carr Financial Group Corp now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Carr Financial Group Corp has made 7 purchases of VIG, at an average price of $170.14, for a total of 94,836.00 shares. In addition, there have been 3 sales at an average price of $196.83 for 12,698.00 shares. Based on historical transaction data and VIG's current price of $206.19, Carr Financial Group Corp's estimated gain on his VIG holdings is $3.30 Mil, reflecting a 20.45% gain to date.

Carr Financial Group Corp VIG ($206.19) Holding Chart

Carr Financial Group Corp VIG ($206.19) 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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