Number of Shares
83,193.00
Current Holdings Value*
$16.14 Mil
% of Portfolio
8.98%
Total Estimate Gain
$4.46 Mil
% of Total Estimate Gain
33.77%

Hapanowicz & Associates Financial Services, Inc's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc held 83,193.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.14 Mil. This investment constitutes 8.98% of their stock portfolio, and Hapanowicz & Associates Financial Services, Inc now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Hapanowicz & Associates Financial Services, Inc has made 7 purchases of VIG, at an average price of $153.03, for a total of 86,365.00 shares. In addition, there have been 3 sales at an average price of $168.34 for 3,172.00 shares. Based on historical transaction data and VIG's current price of $206.10, Hapanowicz & Associates Financial Services, Inc's estimated gain on his VIG holdings is $4.46 Mil, reflecting a 33.77% gain to date.

Hapanowicz & Associates Financial Services, Inc VIG ($206.10) Holding Chart

Hapanowicz & Associates Financial Services, Inc 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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