Number of Shares
25,997.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
2.65%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
43.66%

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 %

Top Ranked Articles

  • 1