HMS Capital Management, LLC VIG Holdings History
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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