Number of Shares
29,036.00
Current Holdings Value*
$5.94 Mil
% of Portfolio
3.71%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
25.94%

Hofer & Associates. Inc's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, Hofer & Associates. Inc held 29,036.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.94 Mil. This investment constitutes 3.71% of their stock portfolio, and Hofer & Associates. Inc now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 10 purchases of VIG, at an average price of $163.26, for a total of 29,998.00 shares. In addition, there have been 4 sales at an average price of $178.81 for 962.00 shares. Based on historical transaction data and VIG's current price of $206.50, Hofer & Associates. Inc's estimated gain on his VIG holdings is $1.27 Mil, reflecting a 25.94% gain to date.

Hofer & Associates. Inc VIG ($206.50) Holding Chart

Hofer & Associates. Inc VIG ($206.50) 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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