Number of Shares
412,794.00
Current Holdings Value*
$70.90 Mil
% of Portfolio
14.63%
Total Estimate Gain
$34.78 Mil
% of Total Estimate Gain
60.09%

JBJ Investment Partners, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2021-12-31, JBJ Investment Partners, LLC held 412,794.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $70.90 Mil. This investment constitutes 14.63% of their stock portfolio, and JBJ Investment Partners, LLC now holds 0.1% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q1. And since then JBJ Investment Partners, LLC has made 6 purchases of VIG, at an average price of $123.82, for a total of 467,437.00 shares. In addition, there have been 3 sales at an average price of $149.52 for 54,643.00 shares. Based on historical transaction data and VIG's current price of $204.67, JBJ Investment Partners, LLC's estimated gain on his VIG holdings is $34.78 Mil, reflecting a 60.09% gain to date.

JBJ Investment Partners, LLC VIG ($204.67) Holding Chart

JBJ Investment Partners, LLC VIG ($204.67) 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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