Number of Shares
182,196.00
Current Holdings Value*
$35.34 Mil
% of Portfolio
1.66%
Total Estimate Gain
$51.60 Mil
% of Total Estimate Gain
41.41%

Retirement Planning Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Retirement Planning Group, LLC held 182,196.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $35.34 Mil. This investment constitutes 1.66% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2013Q2. And since then Retirement Planning Group, LLC has made 23 purchases of VIG, at an average price of $129.11, for a total of 965,298.00 shares. In addition, there have been 10 sales at an average price of $177.00 for 783,102.00 shares. Based on historical transaction data and VIG's current price of $206.49, Retirement Planning Group, LLC's estimated gain on his VIG holdings is $51.60 Mil, reflecting a 41.41% gain to date.

Retirement Planning Group, LLC VIG ($206.49) Holding Chart

Retirement Planning Group, LLC VIG ($206.49) 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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