HB Wealth Management, LLC VIG Holdings History
HB Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, HB Wealth Management, LLC held 5.22 Mil shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.07 Bil. This investment constitutes 8.49% of their stock portfolio, and HB Wealth Management, LLC now holds 1.2% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q1. And since then HB Wealth Management, LLC has made 12 purchases of VIG, at an average price of $167.17, for a total of 5.43 Mil shares. In addition, there have been 2 sales at an average price of $179.83 for 211,493.00 shares. Based on historical transaction data and VIG's current price of $208.10, HB Wealth Management, LLC's estimated gain on his VIG holdings is $216.13 Mil, reflecting a 23.82% gain to date.
HB Wealth Management, LLC VIG ($208.10) Holding Chart
HB Wealth Management, LLC VIG ($208.10) 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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