Connecticut Wealth Management, LLC VIG Holdings History
Connecticut Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Connecticut Wealth Management, LLC held 196,589.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $38.14 Mil. This investment constitutes 2% of their stock portfolio, and Connecticut Wealth Management, LLC now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q2. And since then Connecticut Wealth Management, LLC has made 3 purchases of VIG, at an average price of $112.41, for a total of 292,702.00 shares. In addition, there have been 21 sales at an average price of $147.91 for 96,113.00 shares. Based on historical transaction data and VIG's current price of $208.10, Connecticut Wealth Management, LLC's estimated gain on his VIG holdings is $22.22 Mil, reflecting a 67.55% gain to date.
Connecticut Wealth Management, LLC VIG ($208.10) Holding Chart
Connecticut Wealth Management, LLC VIG ($208.10) 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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