NewFocus Financial Group, LLC VIG Holdings History
NewFocus Financial Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2020-12-31, NewFocus Financial Group, LLC held 156,126.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $22.04 Mil. This investment constitutes 6.51% of their stock portfolio, and NewFocus Financial Group, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2014Q1. And since then NewFocus Financial Group, LLC has made 14 purchases of VIG, at an average price of $97.86, for a total of 170,316.00 shares. In addition, there have been 5 sales at an average price of $105.58 for 14,190.00 shares. Based on historical transaction data and VIG's current price of $203.55, NewFocus Financial Group, LLC's estimated gain on his VIG holdings is $16.61 Mil, reflecting a 99.66% gain to date.
NewFocus Financial Group, LLC VIG ($203.55) Holding Chart
NewFocus Financial Group, LLC VIG ($203.55) 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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