Number of Shares
9.36 Mil
Current Holdings Value*
$2.34 Bil
% of Portfolio
6.68%
Total Estimate Gain
$1.99 Bil
% of Total Estimate Gain
264.30%

VANGUARD BALANCED INDEX FUND's Apple Inc Holding Summary

As of 2024-12-31, VANGUARD VALLEY FORGE FUNDS held 9.36 Mil shares of Apple Inc(AAPL), totaling $2.34 Bil. This investment constitutes 6.68% of their stock portfolio, and VANGUARD VALLEY FORGE FUNDS now holds 0.06% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then VANGUARD BALANCED INDEX FUND has made 2 purchases of AAPL, at an average price of $53.24, for a total of 14.16 Mil shares. In addition, there have been 11 sales at an average price of $160.31 for 4.79 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, VANGUARD BALANCED INDEX FUND's estimated gain on his AAPL holdings is $1.99 Bil, reflecting a 264.30% gain to date.

VANGUARD BALANCED INDEX FUND AAPL ($211.16) Holding Chart

VANGUARD BALANCED INDEX FUND AAPL ($211.16) 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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