Income Preservation Blend Portfolio VIG Holdings History
Income Preservation Blend Portfolio's Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-05-31, Income Preservation Blend Portfolio held 97,696.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $14.97 Mil. This investment constitutes 4.23% of their stock portfolio, and Income Preservation Blend Portfolio now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Income Preservation Blend Portfolio has made 5 purchases of VIG, at an average price of $134.89, for a total of 135,740.00 shares. In addition, there have been 8 sales at an average price of $134.18 for 38,044.00 shares. Based on historical transaction data and VIG's current price of $208.56, Income Preservation Blend Portfolio's estimated gain on his VIG holdings is $7.17 Mil, reflecting a 39.17% gain to date.
Income Preservation Blend Portfolio VIG ($208.56) Holding Chart
Income Preservation Blend Portfolio VIG ($208.56) 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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