Number of Shares
88,474.00
Current Holdings Value*
$17.17 Mil
% of Portfolio
5.82%
Total Estimate Gain
$4.60 Mil
% of Total Estimate Gain
32.21%

Coston, McIsaac & Partners's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Coston, McIsaac & Partners held 88,474.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $17.17 Mil. This investment constitutes 5.82% of their stock portfolio, and Coston, McIsaac & Partners now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q2. And since then Coston, McIsaac & Partners has made 8 purchases of VIG, at an average price of $155.71, for a total of 91,737.00 shares. In addition, there have been 3 sales at an average price of $176.42 for 3,263.00 shares. Based on historical transaction data and VIG's current price of $206.96, Coston, McIsaac & Partners's estimated gain on his VIG holdings is $4.60 Mil, reflecting a 32.21% gain to date.

Coston, McIsaac & Partners VIG ($206.96) Holding Chart

Coston, McIsaac & Partners 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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