Marshall & Sterling Wealth Advisors Inc. VIG Holdings History
Marshall & Sterling Wealth Advisors Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Marshall & Sterling Wealth Advisors Inc. held 29,309.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $5.68 Mil. This investment constitutes 3.86% of their stock portfolio, and Marshall & Sterling Wealth Advisors Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. And since then Marshall & Sterling Wealth Advisors Inc. has made 1 purchases of VIG, at an average price of $199.65, for a total of 29,309.00 shares. Based on historical transaction data and VIG's current price of $206.10, Marshall & Sterling Wealth Advisors Inc.'s estimated gain on his VIG holdings is $189,045.55, reflecting a 3.23% gain to date.
Marshall & Sterling Wealth Advisors Inc. VIG ($206.10) Holding Chart
Marshall & Sterling 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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