Number of Shares
30,839.00
Current Holdings Value*
$5.98 Mil
% of Portfolio
3.03%
Total Estimate Gain
$264,694.88
% of Total Estimate Gain
4.12%

Grove Street Fiduciary, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Grove Street Fiduciary, LLC held 30,839.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.98 Mil. This investment constitutes 3.03% of their stock portfolio, and Grove Street Fiduciary, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $198.85 for 1,338.00 shares. Based on historical transaction data and VIG's current price of $208.32, Grove Street Fiduciary, LLC's estimated gain on his VIG holdings is $264,694.88, reflecting a 4.12% gain to date.

Grove Street Fiduciary, LLC VIG ($208.32) Holding Chart

Grove Street Fiduciary, LLC VIG ($208.32) 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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