Number of Shares
51,704.00
Current Holdings Value*
$10.03 Mil
% of Portfolio
3.04%
Total Estimate Gain
$3.44 Mil
% of Total Estimate Gain
21.86%

Global Wealth Strategies & Associates's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Global Wealth Strategies & Associates held 51,704.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $10.03 Mil. This investment constitutes 3.04% of their stock portfolio, and Global Wealth Strategies & Associates now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2022Q4. And since then Global Wealth Strategies & Associates has made 6 purchases of VIG, at an average price of $155.14, for a total of 101,541.00 shares. In addition, there have been 3 sales at an average price of $173.64 for 49,837.00 shares. Based on historical transaction data and VIG's current price of $203.90, Global Wealth Strategies & Associates's estimated gain on his VIG holdings is $3.44 Mil, reflecting a 21.86% gain to date.

Global Wealth Strategies & Associates VIG ($203.90) Holding Chart

Global Wealth Strategies & Associates VIG ($203.90) 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 %

Top Ranked Articles

  • 1