HBC Financial Services, PLLC VIG Holdings History
HBC Financial Services, PLLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-12-31, HBC Financial Services, PLLC held 9,764.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.91 Mil. This investment constitutes 1.17% of their stock portfolio, and HBC Financial Services, PLLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then HBC Financial Services, PLLC has made 6 purchases of VIG, at an average price of $129.07, for a total of 25,470.00 shares. In addition, there have been 10 sales at an average price of $126.94 for 15,706.00 shares. Based on historical transaction data and VIG's current price of $206.96, HBC Financial Services, PLLC's estimated gain on his VIG holdings is $727,013.83, reflecting a 22.11% gain to date.
HBC Financial Services, PLLC VIG ($206.96) Holding Chart
HBC Financial Services, PLLC VIG ($206.96) 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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