PLANNING DIRECTIONS INC VIG Holdings History
PLANNING DIRECTIONS INC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, PLANNING DIRECTIONS INC held 70,955.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $13.76 Mil. This investment constitutes 5.89% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 18 purchases of VIG, at an average price of $129.47, for a total of 166,473.00 shares. In addition, there have been 10 sales at an average price of $144.75 for 95,518.00 shares. Based on historical transaction data and VIG's current price of $203.90, PLANNING DIRECTIONS INC's estimated gain on his VIG holdings is $6.74 Mil, reflecting a 31.28% gain to date.
PLANNING DIRECTIONS INC VIG ($203.90) Holding Chart
PLANNING DIRECTIONS INC VIG ($203.90) 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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