Global Wealth Management, LLC VIG Holdings History
Global Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 55,605.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.47 Mil. This investment constitutes 6.29% of their stock portfolio, and Global Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 3 purchases of VIG, at an average price of $190.53, for a total of 55,605.00 shares. Based on historical transaction data and VIG's current price of $206.10, Global Wealth Management, LLC's estimated gain on his VIG holdings is $865,587.84, reflecting a 8.17% gain to date.
Global Wealth Management, LLC VIG ($206.10) Holding Chart
Global 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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