Accredited Wealth Management, LLC VIG Holdings History
Accredited Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Accredited Wealth Management, LLC held 25,022.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.85 Mil. This investment constitutes 4.1% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of VIG, at an average price of $199.62, for a total of 25,022.00 shares. Based on historical transaction data and VIG's current price of $208.10, Accredited Wealth Management, LLC's estimated gain on his VIG holdings is $212,114.30, reflecting a 4.25% gain to date.
Accredited Wealth Management, LLC VIG ($208.10) Holding Chart
Accredited Wealth Management, LLC VIG ($208.10) 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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