Number of Shares
19,025.00
Current Holdings Value*
$3.69 Mil
% of Portfolio
2.53%
Total Estimate Gain
$903,701.90
% of Total Estimate Gain
28.00%

MAINSAIL ASSET MANAGEMENT, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, MAINSAIL ASSET MANAGEMENT, LLC held 19,025.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.69 Mil. This investment constitutes 2.53% of their stock portfolio, and MAINSAIL ASSET MANAGEMENT, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then MAINSAIL ASSET MANAGEMENT, LLC has made 2 purchases of VIG, at an average price of $160.96, for a total of 20,048.00 shares. In addition, there have been 3 sales at an average price of $188.92 for 1,023.00 shares. Based on historical transaction data and VIG's current price of $206.96, MAINSAIL ASSET MANAGEMENT, LLC's estimated gain on his VIG holdings is $903,701.90, reflecting a 28.00% gain to date.

MAINSAIL ASSET MANAGEMENT, LLC VIG ($206.96) Holding Chart

MAINSAIL ASSET MANAGEMENT, LLC VIG ($206.96) 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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