Number of Shares
30,254.00
Current Holdings Value*
$5.87 Mil
% of Portfolio
2.43%
Total Estimate Gain
$2.71 Mil
% of Total Estimate Gain
59.82%

INVESTMENT PARTNERS, LTD.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, INVESTMENT PARTNERS, LTD. held 30,254.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.87 Mil. This investment constitutes 2.43% of their stock portfolio, and INVESTMENT PARTNERS, LTD. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2014Q4. And since then INVESTMENT PARTNERS, LTD. has made 23 purchases of VIG, at an average price of $119.82, for a total of 37,745.00 shares. In addition, there have been 4 sales at an average price of $132.56 for 7,491.00 shares. Based on historical transaction data and VIG's current price of $206.10, INVESTMENT PARTNERS, LTD.'s estimated gain on his VIG holdings is $2.71 Mil, reflecting a 59.82% gain to date.

INVESTMENT PARTNERS, LTD. VIG ($206.10) Holding Chart

INVESTMENT PARTNERS, LTD. 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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