HCM Dividend Sector Plus Fund VIG Holdings History
HCM Dividend Sector Plus Fund's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, NORTHERN LIGHTS FUND TRUST III held 1.21 Mil shares of Vanguard Dividend Appreciation FTF(VIG), totaling $234.39 Mil. This investment constitutes 27.01% of their stock portfolio, and NORTHERN LIGHTS FUND TRUST III now holds 0.28% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q1. And since then HCM Dividend Sector Plus Fund has made 6 purchases of VIG, at an average price of $143.69, for a total of 2.06 Mil shares. In addition, there have been 3 sales at an average price of $173.02 for 850,350.00 shares. Based on historical transaction data and VIG's current price of $206.10, HCM Dividend Sector Plus Fund's estimated gain on his VIG holdings is $100.34 Mil, reflecting a 33.92% gain to date.
HCM Dividend Sector Plus Fund VIG ($206.10) Holding Chart
HCM Dividend Sector Plus Fund 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
