Capital Advisors Wealth Management, LLC VIG Holdings History
Capital Advisors Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Capital Advisors Wealth Management, LLC held 189,681.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $36.80 Mil. This investment constitutes 6.5% of their stock portfolio, and Capital Advisors Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2021Q1. And since then Capital Advisors Wealth Management, LLC has made 12 purchases of VIG, at an average price of $156.86, for a total of 234,852.00 shares. In addition, there have been 4 sales at an average price of $160.88 for 45,171.00 shares. Based on historical transaction data and VIG's current price of $206.10, Capital Advisors Wealth Management, LLC's estimated gain on his VIG holdings is $9.52 Mil, reflecting a 25.84% gain to date.
Capital Advisors Wealth Management, LLC VIG ($206.10) Holding Chart
Capital Advisors Wealth Management, 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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