PETERSON WEALTH MANAGEMENT VIG Holdings History
PETERSON WEALTH MANAGEMENT's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 38,917.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.55 Mil. This investment constitutes 5.08% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 11 purchases of VIG, at an average price of $146.14, for a total of 122,955.00 shares. In addition, there have been 10 sales at an average price of $165.55 for 84,038.00 shares. Based on historical transaction data and VIG's current price of $208.10, PETERSON WEALTH MANAGEMENT's estimated gain on his VIG holdings is $4.04 Mil, reflecting a 22.50% gain to date.
PETERSON WEALTH MANAGEMENT VIG ($208.10) Holding Chart
PETERSON WEALTH MANAGEMENT VIG ($208.10) 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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