GC Wealth Management RIA, LLC VIG Holdings History
GC Wealth Management RIA, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, GC Wealth Management RIA, LLC held 40,085.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.20 Mil. This investment constitutes 0.67% 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 4 sales at an average price of $197.45 for 11,313.00 shares. Based on historical transaction data and VIG's current price of $206.63, GC Wealth Management RIA, LLC's estimated gain on his VIG holdings is $1.98 Mil, reflecting a 23.15% gain to date.
GC Wealth Management RIA, LLC VIG ($206.63) Holding Chart
GC Wealth Management RIA, LLC VIG ($206.63) 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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