Lifestyle Blend Moderate Portfolio VIG Holdings History
Lifestyle Blend Moderate Portfolio's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 60,496.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.29 Mil. This investment constitutes 7.65% of their stock portfolio, and Lifestyle Blend Moderate 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 Moderate Portfolio has made 9 purchases of VIG, at an average price of $120.80, for a total of 95,303.00 shares. In addition, there have been 11 sales at an average price of $154.25 for 34,807.00 shares. Based on historical transaction data and VIG's current price of $208.10, Lifestyle Blend Moderate Portfolio's estimated gain on his VIG holdings is $6.45 Mil, reflecting a 55.99% gain to date.
Lifestyle Blend Moderate Portfolio VIG ($208.10) Holding Chart
Lifestyle Blend Moderate Portfolio VIG ($208.10) 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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