Kaizen Financial Strategies VIG Holdings History
Kaizen Financial Strategies's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Kaizen Financial Strategies held 17,318.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.36 Mil. This investment constitutes 1.94% of their stock portfolio, and Kaizen Financial Strategies now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Kaizen Financial Strategies has made 8 purchases of VIG, at an average price of $152.02, for a total of 53,085.00 shares. In addition, there have been 8 sales at an average price of $188.34 for 35,767.00 shares. Based on historical transaction data and VIG's current price of $207.81, Kaizen Financial Strategies's estimated gain on his VIG holdings is $2.27 Mil, reflecting a 28.07% gain to date.
Kaizen Financial Strategies VIG ($207.81) Holding Chart
Kaizen Financial Strategies VIG ($207.81) 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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