Number of Shares
16,108.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
2.76%
Total Estimate Gain
$211,863.85
% of Total Estimate Gain
6.82%

Cannon Wealth Management Services, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Cannon Wealth Management Services, LLC held 16,108.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.09 Mil. This investment constitutes 2.76% of their stock portfolio, and Cannon Wealth Management Services, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q3. And since then Cannon Wealth Management Services, LLC has made 2 purchases of VIG, at an average price of $192.78, for a total of 16,108.00 shares. Based on historical transaction data and VIG's current price of $205.93, Cannon Wealth Management Services, LLC's estimated gain on his VIG holdings is $211,863.85, reflecting a 6.82% gain to date.

Cannon Wealth Management Services, LLC VIG ($205.93) Holding Chart

Cannon Wealth Management Services, LLC VIG ($205.93) 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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