Number of Shares
742,806.00
Current Holdings Value*
$144.10 Mil
% of Portfolio
5.48%
Total Estimate Gain
$44.45 Mil
% of Total Estimate Gain
36.33%

Nicholas Hoffman & Company, LLC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Nicholas Hoffman & Company, LLC. held 742,806.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $144.10 Mil. This investment constitutes 5.48% of their stock portfolio, and Nicholas Hoffman & Company, LLC. now holds 0.17% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Nicholas Hoffman & Company, LLC. has made 26 purchases of VIG, at an average price of $149.30, for a total of 819,431.00 shares. In addition, there have been 2 sales at an average price of $180.36 for 76,625.00 shares. Based on historical transaction data and VIG's current price of $205.93, Nicholas Hoffman & Company, LLC.'s estimated gain on his VIG holdings is $44.45 Mil, reflecting a 36.33% gain to date.

Nicholas Hoffman & Company, LLC. VIG ($205.93) Holding Chart

Nicholas Hoffman & Company, LLC. VIG ($205.93) 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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