Number of Shares
1,623.00
Current Holdings Value*
$332,180.00
% of Portfolio
0.15%
Total Estimate Gain
$698,818.78
% of Total Estimate Gain
8.12%

HMS Capital Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, HMS Capital Management, LLC held 1,623.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $332,180.00. This investment constitutes 0.15% of their stock portfolio, and HMS Capital Management, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then HMS Capital Management, LLC has made 10 purchases of VIG, at an average price of $110.46, for a total of 77,924.00 shares. In addition, there have been 17 sales at an average price of $117.54 for 76,301.00 shares. Based on historical transaction data and VIG's current price of $208.10, HMS Capital Management, LLC's estimated gain on his VIG holdings is $698,818.78, reflecting a 8.12% gain to date.

HMS Capital Management, LLC VIG ($208.10) Holding Chart

HMS Capital Management, LLC VIG ($208.10) 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 %

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