Number of Shares
32,346.00
Current Holdings Value*
$6.27 Mil
% of Portfolio
2.58%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
27.60%

One Degree Advisors Inc's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, One Degree Advisors Inc held 32,346.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.27 Mil. This investment constitutes 2.58% of their stock portfolio, and One Degree Advisors Inc now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then One Degree Advisors Inc has made 1 purchases of VIG, at an average price of $160.92, for a total of 35,512.00 shares. In addition, there have been 4 sales at an average price of $197.61 for 3,166.00 shares. Based on historical transaction data and VIG's current price of $206.10, One Degree Advisors Inc's estimated gain on his VIG holdings is $1.58 Mil, reflecting a 27.60% gain to date.

One Degree Advisors Inc VIG ($206.10) Holding Chart

One Degree Advisors Inc VIG ($206.10) 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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