SimpliFi, Inc. VIG Holdings History
SimpliFi, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, SimpliFi, Inc. held 59,939.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.27 Mil. This investment constitutes 5.41% of their stock portfolio, and SimpliFi, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2018Q2. And since then SimpliFi, Inc. has made 13 purchases of VIG, at an average price of $105.12, for a total of 157,812.00 shares. In addition, there have been 15 sales at an average price of $161.28 for 97,873.00 shares. Based on historical transaction data and VIG's current price of $208.10, SimpliFi, Inc.'s estimated gain on his VIG holdings is $11.67 Mil, reflecting a 70.35% gain to date.
SimpliFi, Inc. VIG ($208.10) Holding Chart
SimpliFi, Inc. VIG ($208.10) 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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