HM Capital Management, LLC VIG Holdings History
HM Capital Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2022-09-30, HM Capital Management, LLC held 25,596.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.46 Mil. This investment constitutes 2.07% of their stock portfolio, and HM Capital Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2013Q4. And since then HM Capital Management, LLC has made 8 purchases of VIG, at an average price of $73.26, for a total of 383,693.00 shares. In addition, there have been 16 sales at an average price of $96.28 for 358,097.00 shares. Based on historical transaction data and VIG's current price of $206.10, HM Capital Management, LLC's estimated gain on his VIG holdings is $11.64 Mil, reflecting a 41.42% gain to date.
HM Capital Management, LLC VIG ($206.10) Holding Chart
HM Capital Management, LLC 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
