Evergreen Wealth Management, LLC VIG Holdings History
Evergreen Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 61,948.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.02 Mil. This investment constitutes 7.18% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 5 purchases of VIG, at an average price of $150.75, for a total of 341,469.00 shares. In addition, there have been 2 sales at an average price of $152.58 for 279,521.00 shares. Based on historical transaction data and VIG's current price of $206.10, Evergreen Wealth Management, LLC's estimated gain on his VIG holdings is $3.94 Mil, reflecting a 7.66% gain to date.
Evergreen Wealth Management, LLC VIG ($206.10) Holding Chart
Evergreen 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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