PDS Planning, Inc VIG Holdings History
PDS Planning, Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, PDS Planning, Inc held 267,756.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $51.94 Mil. This investment constitutes 4.38% of their stock portfolio, and PDS Planning, Inc now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 27 purchases of VIG, at an average price of $133.97, for a total of 268,860.00 shares. In addition, there have been 1 sales at an average price of $105.30 for 1,104.00 shares. Based on historical transaction data and VIG's current price of $203.36, PDS Planning, Inc's estimated gain on his VIG holdings is $18.55 Mil, reflecting a 51.49% gain to date.
PDS Planning, Inc VIG ($203.36) Holding Chart
PDS Planning, Inc VIG ($203.36) 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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