Number of Shares
88,727.00
Current Holdings Value*
$17.21 Mil
% of Portfolio
4.77%
Total Estimate Gain
$5.46 Mil
% of Total Estimate Gain
36.69%
DDFG, Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, DDFG, Inc held 88,727.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $17.21 Mil. This investment constitutes 4.77% of their stock portfolio, and DDFG, Inc now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q4. In addition, there have been 9 sales at an average price of $177.69 for 11,711.00 shares. Based on historical transaction data and VIG's current price of $206.01, DDFG, Inc's estimated gain on his VIG holdings is $5.46 Mil, reflecting a 36.69% gain to date.
DDFG, Inc VIG ($206.01) Holding Chart
DDFG, Inc VIG ($206.01) 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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