Legacy Trust VIG Holdings History

Number of Shares
4,661.00
Current Holdings Value*
$904,190.00
% of Portfolio
0.22%
Total Estimate Gain
$171,255.10
% of Total Estimate Gain
21.69%

Legacy Trust's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Legacy Trust held 4,661.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $904,190.00. This investment constitutes 0.22% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 3 purchases of VIG, at an average price of $169.36, for a total of 4,661.00 shares. Based on historical transaction data and VIG's current price of $206.10, Legacy Trust's estimated gain on his VIG holdings is $171,255.10, reflecting a 21.69% gain to date.

Legacy Trust VIG ($206.10) Holding Chart

Legacy Trust 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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