BALANCED WEALTH GROUP LLC VIG Holdings History
BALANCED WEALTH GROUP LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, BALANCED WEALTH GROUP LLC held 3,813.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $739,710.00. This investment constitutes 0.36% of their stock portfolio, and BALANCED WEALTH GROUP LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then BALANCED WEALTH GROUP LLC has made 2 purchases of VIG, at an average price of $161.51, for a total of 6,995.00 shares. In addition, there have been 3 sales at an average price of $192.03 for 3,182.00 shares. Based on historical transaction data and VIG's current price of $206.21, BALANCED WEALTH GROUP LLC's estimated gain on his VIG holdings is $267,564.61, reflecting a 23.68% gain to date.
BALANCED WEALTH GROUP LLC VIG ($206.21) Holding Chart
BALANCED WEALTH GROUP LLC VIG ($206.21) 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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