Number of Shares
34,160.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
4.35%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
7.02%

FSC Wealth Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, FSC Wealth Advisors, LLC held 34,160.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.63 Mil. This investment constitutes 4.35% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then FSC Wealth Advisors, LLC has made 3 purchases of VIG, at an average price of $164.38, for a total of 110,440.00 shares. In addition, there have been 4 sales at an average price of $161.58 for 76,280.00 shares. Based on historical transaction data and VIG's current price of $207.95, FSC Wealth Advisors, LLC's estimated gain on his VIG holdings is $1.27 Mil, reflecting a 7.02% gain to date.

FSC Wealth Advisors, LLC VIG ($207.95) Holding Chart

FSC Wealth Advisors, LLC VIG ($207.95) 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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