Number of Shares
56,013.00
Current Holdings Value*
$4.65 Mil
% of Portfolio
3.92%
Total Estimate Gain
$284,039.63
% of Total Estimate Gain
6.04%

Accredited Wealth Management, LLC's Vanguard International Dividend Appreciation ETF Holding Summary

As of 2025-03-31, Accredited Wealth Management, LLC held 56,013.00 shares of Vanguard International Dividend Appreciation ETF(VIGI), totaling $4.65 Mil. This investment constitutes 3.92% of their stock portfolio, and Accredited Wealth Management, LLC now holds 0.07% of the outstanding Vanguard International Dividend Appreciation ETF(VIGI) stock.

The initial trade took place in 2024Q4. And since then Accredited Wealth Management, LLC has made 1 purchases of VIGI, at an average price of $83.90, for a total of 56,013.00 shares. Based on historical transaction data and VIGI's current price of $88.97, Accredited Wealth Management, LLC's estimated gain on his VIGI holdings is $284,039.63, reflecting a 6.04% gain to date.

Accredited Wealth Management, LLC VIGI ($88.97) Holding Chart

Accredited Wealth Management, LLC VIGI ($88.97) 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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