Number of Shares
177,294.00
Current Holdings Value*
$30.21 Mil
% of Portfolio
3.41%
Total Estimate Gain
$16.47 Mil
% of Total Estimate Gain
79.36%

StrategIQ Financial Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2023-12-31, StrategIQ Financial Group, LLC held 177,294.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $30.21 Mil. This investment constitutes 3.41% of their stock portfolio, and StrategIQ Financial Group, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then StrategIQ Financial Group, LLC has made 17 purchases of VIG, at an average price of $113.95, for a total of 182,174.00 shares. In addition, there have been 6 sales at an average price of $142.90 for 4,880.00 shares. Based on historical transaction data and VIG's current price of $206.07, StrategIQ Financial Group, LLC's estimated gain on his VIG holdings is $16.47 Mil, reflecting a 79.36% gain to date.

StrategIQ Financial Group, LLC VIG ($206.07) Holding Chart

StrategIQ Financial Group, LLC VIG ($206.07) 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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