Fusion Capital, LLC VIG Holdings History

Number of Shares
101,707.00
Current Holdings Value*
$19.73 Mil
% of Portfolio
7.52%
Total Estimate Gain
$7.75 Mil
% of Total Estimate Gain
52.56%

Fusion Capital, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Fusion Capital, LLC held 101,707.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $19.73 Mil. This investment constitutes 7.52% of their stock portfolio, and Fusion Capital, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then Fusion Capital, LLC has made 12 purchases of VIG, at an average price of $131.09, for a total of 112,496.00 shares. In addition, there have been 9 sales at an average price of $142.60 for 10,789.00 shares. Based on historical transaction data and VIG's current price of $206.08, Fusion Capital, LLC's estimated gain on his VIG holdings is $7.75 Mil, reflecting a 52.56% gain to date.

Fusion Capital, LLC VIG ($206.08) Holding Chart

Fusion Capital, LLC VIG ($206.08) 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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