Lifestyle Blend Aggressive Portfolio VIG Holdings History
Lifestyle Blend Aggressive Portfolio's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 35,313.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.17 Mil. This investment constitutes 6.96% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 4 purchases of VIG, at an average price of $116.49, for a total of 102,124.00 shares. In addition, there have been 15 sales at an average price of $146.15 for 66,811.00 shares. Based on historical transaction data and VIG's current price of $207.83, Lifestyle Blend Aggressive Portfolio's estimated gain on his VIG holdings is $5.21 Mil, reflecting a 43.77% gain to date.
Lifestyle Blend Aggressive Portfolio VIG ($207.83) Holding Chart
Lifestyle Blend Aggressive Portfolio VIG ($207.83) 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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