Gilliland Jeter Wealth Management LLC VIG Holdings History
Gilliland Jeter Wealth Management LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Gilliland Jeter Wealth Management LLC held 45,633.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.85 Mil. This investment constitutes 3.13% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then Gilliland Jeter Wealth Management LLC has made 2 purchases of VIG, at an average price of $175.98, for a total of 90,074.00 shares. In addition, there have been 3 sales at an average price of $199.64 for 44,441.00 shares. Based on historical transaction data and VIG's current price of $206.10, Gilliland Jeter Wealth Management LLC's estimated gain on his VIG holdings is $2.43 Mil, reflecting a 15.30% gain to date.
Gilliland Jeter Wealth Management LLC VIG ($206.10) Holding Chart
Gilliland Jeter 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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