CAROLINAS WEALTH CONSULTING LLC VIG Holdings History
CAROLINAS WEALTH CONSULTING LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2024-12-31, CAROLINAS WEALTH CONSULTING LLC held 83,930.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $16.44 Mil. This investment constitutes 3.23% of their stock portfolio, and CAROLINAS WEALTH CONSULTING LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then CAROLINAS WEALTH CONSULTING LLC has made 10 purchases of VIG, at an average price of $124.37, for a total of 192,416.00 shares. In addition, there have been 10 sales at an average price of $167.21 for 108,486.00 shares. Based on historical transaction data and VIG's current price of $206.10, CAROLINAS WEALTH CONSULTING LLC's estimated gain on his VIG holdings is $11.51 Mil, reflecting a 48.09% gain to date.
CAROLINAS WEALTH CONSULTING LLC VIG ($206.10) Holding Chart
CAROLINAS WEALTH CONSULTING 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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