Number of Shares
62,077.00
Current Holdings Value*
$12.04 Mil
% of Portfolio
2.04%
Total Estimate Gain
$5.70 Mil
% of Total Estimate Gain
60.75%

Meridian Wealth Advisors, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 62,077.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $12.04 Mil. This investment constitutes 2.04% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 16 purchases of VIG, at an average price of $121.90, for a total of 76,979.00 shares. In addition, there have been 9 sales at an average price of $151.11 for 14,902.00 shares. Based on historical transaction data and VIG's current price of $206.72, Meridian Wealth Advisors, LLC's estimated gain on his VIG holdings is $5.70 Mil, reflecting a 60.75% gain to date.

Meridian Wealth Advisors, LLC VIG ($206.72) Holding Chart

Meridian Wealth Advisors, LLC VIG ($206.72) 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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