New Perspectives, Inc VIG Holdings History

Number of Shares
40,049.00
Current Holdings Value*
$8.20 Mil
% of Portfolio
4.05%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
24.44%

New Perspectives, Inc's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, New Perspectives, Inc held 40,049.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.20 Mil. This investment constitutes 4.05% of their stock portfolio, and New Perspectives, Inc now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 3 purchases of VIG, at an average price of $163.61, for a total of 46,840.00 shares. In addition, there have been 7 sales at an average price of $183.79 for 6,791.00 shares. Based on historical transaction data and VIG's current price of $206.96, New Perspectives, Inc's estimated gain on his VIG holdings is $1.87 Mil, reflecting a 24.44% gain to date.

New Perspectives, Inc VIG ($206.96) Holding Chart

New Perspectives, Inc 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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