Number of Shares
91,966.00
Current Holdings Value*
$18.21 Mil
% of Portfolio
25.8%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
14.42%

DAN L DUNCAN FOUNDATION's Vanguard Dividend Appreciation FTF Holding Summary

As of 2024-09-30, DAN L DUNCAN FOUNDATION held 91,966.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $18.21 Mil. This investment constitutes 25.8% of their stock portfolio, and DAN L DUNCAN FOUNDATION now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then DAN L DUNCAN FOUNDATION has made 4 purchases of VIG, at an average price of $162.27, for a total of 155,656.00 shares. In addition, there have been 8 sales at an average price of $155.58 for 63,690.00 shares. Based on historical transaction data and VIG's current price of $206.49, DAN L DUNCAN FOUNDATION's estimated gain on his VIG holdings is $3.64 Mil, reflecting a 14.42% gain to date.

DAN L DUNCAN FOUNDATION VIG ($206.49) Holding Chart

DAN L DUNCAN FOUNDATION VIG ($206.49) 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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