Number of Shares
58,906.00
Current Holdings Value*
$11.43 Mil
% of Portfolio
6.05%
Total Estimate Gain
$13.71 Mil
% of Total Estimate Gain
18.56%

INTERACTIVE FINANCIAL ADVISORS, INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 58,906.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.43 Mil. This investment constitutes 6.05% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2013Q4. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 16 purchases of VIG, at an average price of $99.97, for a total of 738,941.00 shares. In addition, there have been 27 sales at an average price of $111.26 for 680,035.00 shares. Based on historical transaction data and VIG's current price of $202.33, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his VIG holdings is $13.71 Mil, reflecting a 18.56% gain to date.

INTERACTIVE FINANCIAL ADVISORS, INC. VIG ($202.33) Holding Chart

INTERACTIVE FINANCIAL ADVISORS, INC. VIG ($202.33) 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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