Lifestyle Blend Balanced Portfolio VIG Holdings History
Lifestyle Blend Balanced Portfolio's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 159,740.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $32.45 Mil. This investment constitutes 8.2% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Balanced Portfolio has made 7 purchases of VIG, at an average price of $116.60, for a total of 264,415.00 shares. In addition, there have been 13 sales at an average price of $161.96 for 104,675.00 shares. Based on historical transaction data and VIG's current price of $206.17, Lifestyle Blend Balanced Portfolio's estimated gain on his VIG holdings is $19.06 Mil, reflecting a 61.81% gain to date.
Lifestyle Blend Balanced Portfolio VIG ($206.17) Holding Chart
Lifestyle Blend Balanced Portfolio VIG ($206.17) 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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