LWS Wealth Advisors, Inc. VIG Holdings History
LWS Wealth Advisors, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2023-12-31, LWS Wealth Advisors, Inc. held 116,204.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $19.80 Mil. This investment constitutes 7.43% of their stock portfolio, and LWS Wealth Advisors, Inc. now holds 0.03% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then LWS Wealth Advisors, Inc. has made 9 purchases of VIG, at an average price of $127.73, for a total of 132,232.00 shares. In addition, there have been 7 sales at an average price of $142.25 for 16,028.00 shares. Based on historical transaction data and VIG's current price of $206.10, LWS Wealth Advisors, Inc.'s estimated gain on his VIG holdings is $9.34 Mil, reflecting a 55.30% gain to date.
LWS Wealth Advisors, Inc. VIG ($206.10) Holding Chart
LWS Wealth Advisors, Inc. 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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