Fortune Financial Advisors, LLC VIG Holdings History

Number of Shares

3,034.00

$621,000.00

% of Portfolio

0.5%

Total Estimate Gain

$23,629.94

% of Total Estimate Gain

3.91%

Fortune Financial Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Fortune Financial Advisors, LLC held 3,034.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $621,000.00. This investment constitutes 0.5% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Fortune Financial Advisors, LLC has made 2 purchases of VIG, at an average price of $199.17, for a total of 3,034.00 shares. Based on historical transaction data and VIG's current price of $206.96, Fortune Financial Advisors, LLC's estimated gain on his VIG holdings is $23,629.94, reflecting a 3.91% gain to date.

Fortune Financial Advisors, LLC VIG ($206.96) Holding Chart

Fortune Financial Advisors, LLC VIG ($206.96) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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