TRUST POINT INC. VIG Holdings History

Number of Shares
1.19 Mil
Current Holdings Value*
$242.62 Mil
% of Portfolio
22.88%
Total Estimate Gain
$56.52 Mil
% of Total Estimate Gain
25.33%

TRUST POINT INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, TRUST POINT INC. held 1.19 Mil shares of Vanguard Dividend Appreciation FTF(VIG), totaling $242.62 Mil. This investment constitutes 22.88% of their stock portfolio, and TRUST POINT INC. now holds 0.28% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then TRUST POINT INC. has made 2 purchases of VIG, at an average price of $162.62, for a total of 1.37 Mil shares. In addition, there have been 4 sales at an average price of $193.58 for 186,813.00 shares. Based on historical transaction data and VIG's current price of $205.42, TRUST POINT INC.'s estimated gain on his VIG holdings is $56.52 Mil, reflecting a 25.33% gain to date.

TRUST POINT INC. VIG ($205.42) Holding Chart

TRUST POINT INC. VIG ($205.42) 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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