Accretive Wealth Partners, LLC VIG Holdings History
Accretive Wealth Partners, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Accretive Wealth Partners, LLC held 69,303.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $13.22 Mil. This investment constitutes 4.67% of their stock portfolio, and Accretive Wealth Partners, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2020Q4. And since then Accretive Wealth Partners, LLC has made 16 purchases of VIG, at an average price of $154.38, for a total of 71,398.00 shares. In addition, there have been 1 sales at an average price of $190.41 for 2,095.00 shares. Based on historical transaction data and VIG's current price of $206.10, Accretive Wealth Partners, LLC's estimated gain on his VIG holdings is $3.66 Mil, reflecting a 33.20% gain to date.
Accretive Wealth Partners, LLC VIG ($206.10) Holding Chart
Accretive Wealth Partners, LLC VIG ($206.10) 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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