Number of Shares
56,302.00
Current Holdings Value*
$11.52 Mil
% of Portfolio
3.3%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
21.71%

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

As of 2025-06-30, Global Wealth Strategies & Associates held 56,302.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $11.52 Mil. This investment constitutes 3.3% 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 7 purchases of VIG, at an average price of $156.82, for a total of 106,139.00 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 $206.10, Global Wealth Strategies & Associates's estimated gain on his VIG holdings is $3.61 Mil, reflecting a 21.71% gain to date.

Global Wealth Strategies & Associates VIG ($206.10) Holding Chart

Global Wealth Strategies & Associates 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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