Number of Shares
234,703.00
Current Holdings Value*
$45.53 Mil
% of Portfolio
5.12%
Total Estimate Gain
$12.93 Mil
% of Total Estimate Gain
12.52%

RATIONAL ADVISORS, INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, RATIONAL ADVISORS, INC. held 234,703.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $45.53 Mil. This investment constitutes 5.12% of their stock portfolio, and RATIONAL ADVISORS, INC. now holds 0.05% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q1. And since then RATIONAL ADVISORS, INC. has made 13 purchases of VIG, at an average price of $156.94, for a total of 658,118.00 shares. In addition, there have been 16 sales at an average price of $159.83 for 423,415.00 shares. Based on historical transaction data and VIG's current price of $206.82, RATIONAL ADVISORS, INC.'s estimated gain on his VIG holdings is $12.93 Mil, reflecting a 12.52% gain to date.

RATIONAL ADVISORS, INC. VIG ($206.82) Holding Chart

RATIONAL ADVISORS, INC. VIG ($206.82) 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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