Number of Shares
33,681.00
Current Holdings Value*
$6.53 Mil
% of Portfolio
3.42%
Total Estimate Gain
$2.48 Mil
% of Total Estimate Gain
48.31%

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

As of 2025-03-31, Moser Wealth Advisors, LLC held 33,681.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.53 Mil. This investment constitutes 3.42% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then Moser Wealth Advisors, LLC has made 14 purchases of VIG, at an average price of $134.61, for a total of 38,175.00 shares. In addition, there have been 6 sales at an average price of $151.22 for 4,494.00 shares. Based on historical transaction data and VIG's current price of $206.10, Moser Wealth Advisors, LLC's estimated gain on his VIG holdings is $2.48 Mil, reflecting a 48.31% gain to date.

Moser Wealth Advisors, LLC VIG ($206.10) Holding Chart

Moser Wealth Advisors, LLC 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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