Number of Shares
61,524.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
1.94%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
10.28%

SWEENEY & MICHEL, LLC's Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-06-30, SWEENEY & MICHEL, LLC held 61,524.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $5.46 Mil. This investment constitutes 1.94% of their stock portfolio, and SWEENEY & MICHEL, LLC now holds 0.07% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2023Q1. And since then SWEENEY & MICHEL, LLC has made 1 purchases of VIGI, at an average price of $72.17, for a total of 197,838.00 shares. In addition, there have been 6 sales at an average price of $75.65 for 136,314.00 shares. Based on historical transaction data and VIGI's current price of $88.30, SWEENEY & MICHEL, LLC's estimated gain on his VIGI holdings is $1.47 Mil, reflecting a 10.28% gain to date.

SWEENEY & MICHEL, LLC VIGI ($88.30) Holding Chart

SWEENEY & MICHEL, LLC VIGI ($88.30) 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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