Number of Shares
222,559.00
Current Holdings Value*
$20.06 Mil
% of Portfolio
16.4%
Total Estimate Gain
$1.20 Mil
% of Total Estimate Gain
4.48%

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

As of 2025-06-30, GEN Financial Management, INC. held 222,559.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $20.06 Mil. This investment constitutes 16.4% of their stock portfolio, and GEN Financial Management, INC. now holds 0.24% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $86.18 for 97,318.00 shares. Based on historical transaction data and VIGI's current price of $88.30, GEN Financial Management, INC.'s estimated gain on his VIGI holdings is $1.20 Mil, reflecting a 4.48% gain to date.

GEN Financial Management, INC. VIGI ($88.30) Holding Chart

GEN Financial Management, INC. VIGI ($88.30) 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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