KMS FINANCIAL SERVICES, INC VIG Holdings History
Number of Shares
212,458.00
Current Holdings Value*
$16.35 Mil
% of Portfolio
2.4%
Total Estimate Gain
$27.07 Mil
% of Total Estimate Gain
166.63%
KMS FINANCIAL SERVICES, INC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2014-09-30, KMS FINANCIAL SERVICES, INC held 212,458.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.35 Mil. This investment constitutes 2.4% of their stock portfolio, and KMS FINANCIAL SERVICES, INC now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q2. And since then KMS FINANCIAL SERVICES, INC has made 2 purchases of VIG, at an average price of $76.47, for a total of 212,458.00 shares. Based on historical transaction data and VIG's current price of $203.90, KMS FINANCIAL SERVICES, INC's estimated gain on his VIG holdings is $27.07 Mil, reflecting a 166.63% gain to date.
KMS FINANCIAL SERVICES, INC VIG ($203.90) Holding Chart
KMS FINANCIAL SERVICES, INC VIG ($203.90) 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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