Number of Shares
45,737.00
Current Holdings Value*
$8.86 Mil
% of Portfolio
1.41%
Total Estimate Gain
$5.03 Mil
% of Total Estimate Gain
80.91%

180 WEALTH ADVISORS, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, 180 WEALTH ADVISORS, LLC held 45,737.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.86 Mil. This investment constitutes 1.41% of their stock portfolio, and 180 WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then 180 WEALTH ADVISORS, LLC has made 11 purchases of VIG, at an average price of $107.69, for a total of 57,755.00 shares. In addition, there have been 17 sales at an average price of $143.50 for 12,018.00 shares. Based on historical transaction data and VIG's current price of $208.32, 180 WEALTH ADVISORS, LLC's estimated gain on his VIG holdings is $5.03 Mil, reflecting a 80.91% gain to date.

180 WEALTH ADVISORS, LLC VIG ($208.32) Holding Chart

180 WEALTH ADVISORS, LLC VIG ($208.32) 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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