Hoese & Co LLP VIG Holdings History

Number of Shares
30,980.00
Current Holdings Value*
$6.01 Mil
% of Portfolio
5.21%
Total Estimate Gain
$1.72 Mil
% of Total Estimate Gain
32.28%

Hoese & Co LLP's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Hoese & Co LLP held 30,980.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.01 Mil. This investment constitutes 5.21% of their stock portfolio, and Hoese & Co LLP now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q4. And since then Hoese & Co LLP has made 10 purchases of VIG, at an average price of $154.74, for a total of 34,524.00 shares. In addition, there have been 5 sales at an average price of $177.37 for 3,544.00 shares. Based on historical transaction data and VIG's current price of $207.81, Hoese & Co LLP's estimated gain on his VIG holdings is $1.72 Mil, reflecting a 32.28% gain to date.

Hoese & Co LLP VIG ($207.81) Holding Chart

Hoese & Co LLP VIG ($207.81) 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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