Number of Shares
36,665.00
Current Holdings Value*
$7.11 Mil
% of Portfolio
1.53%
Total Estimate Gain
$4.23 Mil
% of Total Estimate Gain
69.08%

McNamara Financial Services, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 36,665.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.11 Mil. This investment constitutes 1.53% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q3. And since then McNamara Financial Services, Inc. has made 5 purchases of VIG, at an average price of $111.16, for a total of 55,141.00 shares. In addition, there have been 21 sales at an average price of $147.51 for 18,476.00 shares. Based on historical transaction data and VIG's current price of $208.32, McNamara Financial Services, Inc.'s estimated gain on his VIG holdings is $4.23 Mil, reflecting a 69.08% gain to date.

McNamara Financial Services, Inc. VIG ($208.32) Holding Chart

McNamara Financial Services, Inc. VIG ($208.32) 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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