GC Wealth Management RIA, LLC VIG Holdings History
GC Wealth Management RIA, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, GC Wealth Management RIA, LLC held 42,255.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.20 Mil. This investment constitutes 1.5% of their stock portfolio, and GC Wealth Management RIA, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then GC Wealth Management RIA, LLC has made 2 purchases of VIG, at an average price of $166.15, for a total of 51,398.00 shares. In addition, there have been 3 sales at an average price of $198.31 for 9,143.00 shares. Based on historical transaction data and VIG's current price of $207.81, GC Wealth Management RIA, LLC's estimated gain on his VIG holdings is $2.05 Mil, reflecting a 24.06% gain to date.
GC Wealth Management RIA, LLC VIG ($207.81) Holding Chart
GC Wealth Management RIA, LLC VIG ($207.81) 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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