Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-3,787.60
% of Total Estimate Gain
-0.43%

Nicholson Wealth Management Group, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Nicholson Wealth Management Group, LLC held - shares of Vanguard Dividend Appreciation FTF(VIG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Nicholson Wealth Management Group, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Nicholson Wealth Management Group, LLC has made 1 purchases of VIG, at an average price of $199.70, for a total of 4,456.00 shares. In addition, there have been 1 sales at an average price of $198.85 for 4,456.00 shares. Based on historical transaction data and VIG's current price of $206.63, Nicholson Wealth Management Group, LLC's estimated gain on his VIG holdings is $-3,787.60, reflecting a -0.43% gain to date.

Nicholson Wealth Management Group, LLC VIG ($206.63) Holding Chart

Nicholson Wealth Management Group, LLC 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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