Number of Shares
5,363.00
Current Holdings Value*
$1.04 Mil
% of Portfolio
0.47%
Total Estimate Gain
$441,342.07
% of Total Estimate Gain
4.63%

AAFMAA Wealth Management & Trust LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 5,363.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.04 Mil. This investment constitutes 0.47% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q3. And since then AAFMAA Wealth Management & Trust LLC has made 2 purchases of VIG, at an average price of $190.80, for a total of 49,974.00 shares. In addition, there have been 1 sales at an average price of $198.85 for 44,611.00 shares. Based on historical transaction data and VIG's current price of $206.13, AAFMAA Wealth Management & Trust LLC's estimated gain on his VIG holdings is $441,342.07, reflecting a 4.63% gain to date.

AAFMAA Wealth Management & Trust LLC VIG ($206.13) Holding Chart

AAFMAA Wealth Management & Trust LLC VIG ($206.13) 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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