Number of Shares
144,441.00
Current Holdings Value*
$28.02 Mil
% of Portfolio
5.79%
Total Estimate Gain
$6.75 Mil
% of Total Estimate Gain
26.57%

STUDIO INVESTMENT MANAGEMENT LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, STUDIO INVESTMENT MANAGEMENT LLC held 144,441.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $28.02 Mil. This investment constitutes 5.79% of their stock portfolio, and STUDIO INVESTMENT MANAGEMENT LLC now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q3. And since then STUDIO INVESTMENT MANAGEMENT LLC has made 11 purchases of VIG, at an average price of $159.32, for a total of 159,499.00 shares. In addition, there have been 3 sales at an average price of $159.02 for 15,058.00 shares. Based on historical transaction data and VIG's current price of $206.10, STUDIO INVESTMENT MANAGEMENT LLC's estimated gain on his VIG holdings is $6.75 Mil, reflecting a 26.57% gain to date.

STUDIO INVESTMENT MANAGEMENT LLC VIG ($206.10) Holding Chart

STUDIO INVESTMENT MANAGEMENT LLC 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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