Number of Shares
21,995.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
2.23%
Total Estimate Gain
$905,751.35
% of Total Estimate Gain
24.28%

Intelligent Financial Strategies's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Intelligent Financial Strategies held 21,995.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.27 Mil. This investment constitutes 2.23% of their stock portfolio, and Intelligent Financial Strategies now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q1. And since then Intelligent Financial Strategies has made 6 purchases of VIG, at an average price of $160.70, for a total of 23,216.00 shares. In addition, there have been 6 sales at an average price of $176.35 for 1,221.00 shares. Based on historical transaction data and VIG's current price of $201.01, Intelligent Financial Strategies's estimated gain on his VIG holdings is $905,751.35, reflecting a 24.28% gain to date.

Intelligent Financial Strategies VIG ($201.01) Holding Chart

Intelligent Financial Strategies VIG ($201.01) 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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