Howard Wealth Management, LLC VIG Holdings History
Howard Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Howard Wealth Management, LLC held 28,929.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.61 Mil. This investment constitutes 3.13% of their stock portfolio, and Howard Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then Howard Wealth Management, LLC has made 7 purchases of VIG, at an average price of $135.07, for a total of 66,963.00 shares. In addition, there have been 14 sales at an average price of $152.71 for 38,034.00 shares. Based on historical transaction data and VIG's current price of $205.97, Howard Wealth Management, LLC's estimated gain on his VIG holdings is $2.72 Mil, reflecting a 30.09% gain to date.
Howard Wealth Management, LLC VIG ($205.97) Holding Chart
Howard Wealth Management, LLC VIG ($205.97) 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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