Number of Shares
5,759.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
0.42%
Total Estimate Gain
$109,011.70
% of Total Estimate Gain
9.62%

Horan Securities, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Horan Securities, Inc. held 5,759.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.12 Mil. This investment constitutes 0.42% of their stock portfolio, and Horan Securities, Inc. now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2020Q1. And since then Horan Securities, Inc. has made 9 purchases of VIG, at an average price of $186.55, for a total of 6,077.00 shares. In addition, there have been 4 sales at an average price of $159.74 for 318.00 shares. Based on historical transaction data and VIG's current price of $206.96, Horan Securities, Inc.'s estimated gain on his VIG holdings is $109,011.70, reflecting a 9.62% gain to date.

Horan Securities, Inc. VIG ($206.96) Holding Chart

Horan Securities, Inc. VIG ($206.96) 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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