Number of Shares
184,727.00
Current Holdings Value*
$37.81 Mil
% of Portfolio
4.97%
Total Estimate Gain
$12.85 Mil
% of Total Estimate Gain
40.85%

HOWARD FINANCIAL SERVICES, LTD.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, HOWARD FINANCIAL SERVICES, LTD. held 184,727.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $37.81 Mil. This investment constitutes 4.97% of their stock portfolio, and HOWARD FINANCIAL SERVICES, LTD. now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then HOWARD FINANCIAL SERVICES, LTD. has made 19 purchases of VIG, at an average price of $137.04, for a total of 229,501.00 shares. In addition, there have been 7 sales at an average price of $139.04 for 44,774.00 shares. Based on historical transaction data and VIG's current price of $206.10, HOWARD FINANCIAL SERVICES, LTD.'s estimated gain on his VIG holdings is $12.85 Mil, reflecting a 40.85% gain to date.

HOWARD FINANCIAL SERVICES, LTD. VIG ($206.10) Holding Chart

HOWARD FINANCIAL SERVICES, LTD. 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 %

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