Sunpointe, LLC VIG Holdings History

Number of Shares
17,664.00
Current Holdings Value*
$3.43 Mil
% of Portfolio
1.83%
Total Estimate Gain
$498,947.64
% of Total Estimate Gain
8.43%

Sunpointe, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Sunpointe, LLC held 17,664.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.43 Mil. This investment constitutes 1.83% of their stock portfolio, and Sunpointe, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then Sunpointe, LLC has made 4 purchases of VIG, at an average price of $183.89, for a total of 32,184.00 shares. In addition, there have been 1 sales at an average price of $190.41 for 14,520.00 shares. Based on historical transaction data and VIG's current price of $206.78, Sunpointe, LLC's estimated gain on his VIG holdings is $498,947.64, reflecting a 8.43% gain to date.

Sunpointe, LLC VIG ($206.78) Holding Chart

Sunpointe, LLC VIG ($206.78) 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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