Independent Family Office, LLC VIG Holdings History
Independent Family Office, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 25,997.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.04 Mil. This investment constitutes 2.65% of their stock portfolio, and Independent Family Office, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Independent Family Office, LLC has made 8 purchases of VIG, at an average price of $136.78, for a total of 35,010.00 shares. In addition, there have been 5 sales at an average price of $169.33 for 9,013.00 shares. Based on historical transaction data and VIG's current price of $205.93, Independent Family Office, LLC's estimated gain on his VIG holdings is $2.09 Mil, reflecting a 43.66% gain to date.
Independent Family Office, LLC VIG ($205.93) Holding Chart
Independent Family Office, LLC VIG ($205.93) 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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