Number of Shares
47,955.00
Current Holdings Value*
$9.30 Mil
% of Portfolio
7.4%
Total Estimate Gain
$7.21 Mil
% of Total Estimate Gain
29.44%

Integrated Capital Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Integrated Capital Management, Inc. held 47,955.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $9.30 Mil. This investment constitutes 7.4% of their stock portfolio, and Integrated Capital Management, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then Integrated Capital Management, Inc. has made 4 purchases of VIG, at an average price of $128.62, for a total of 190,500.00 shares. In addition, there have been 21 sales at an average price of $153.16 for 142,545.00 shares. Based on historical transaction data and VIG's current price of $206.10, Integrated Capital Management, Inc.'s estimated gain on his VIG holdings is $7.21 Mil, reflecting a 29.44% gain to date.

Integrated Capital Management, Inc. VIG ($206.10) Holding Chart

Integrated Capital Management, Inc. 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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