Mittelman Wealth Management VIG Holdings History
Mittelman Wealth Management's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Mittelman Wealth Management held 93,934.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $18.22 Mil. This investment constitutes 16.44% of their stock portfolio, and Mittelman Wealth Management now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q1. And since then Mittelman Wealth Management has made 3 purchases of VIG, at an average price of $181.12, for a total of 169,480.00 shares. In addition, there have been 1 sales at an average price of $199.70 for 75,546.00 shares. Based on historical transaction data and VIG's current price of $206.63, Mittelman Wealth Management's estimated gain on his VIG holdings is $3.80 Mil, reflecting a 12.38% gain to date.
Mittelman Wealth Management VIG ($206.63) Holding Chart
Mittelman Wealth Management VIG ($206.63) 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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