Number of Shares
100,550.00
Current Holdings Value*
$20.60 Mil
% of Portfolio
16.85%
Total Estimate Gain
$404,054.92
% of Total Estimate Gain
1.42%

GEN Financial Management, INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, GEN Financial Management, INC. held 100,550.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $20.60 Mil. This investment constitutes 16.85% of their stock portfolio, and GEN Financial Management, INC. now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $194.01 for 42,053.00 shares. Based on historical transaction data and VIG's current price of $206.10, GEN Financial Management, INC.'s estimated gain on his VIG holdings is $404,054.92, reflecting a 1.42% gain to date.

GEN Financial Management, INC. VIG ($206.10) Holding Chart

GEN Financial Management, INC. VIG ($206.10) 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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