Number of Shares
41,912.00
Current Holdings Value*
$8.58 Mil
% of Portfolio
7.08%
Total Estimate Gain
$279,969.79
% of Total Estimate Gain
3.35%

PMG Wealth Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-06-30, PMG Wealth Management, Inc. held 41,912.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.58 Mil. This investment constitutes 7.08% of their stock portfolio, and PMG Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then PMG Wealth Management, Inc. has made 2 purchases of VIG, at an average price of $199.49, for a total of 41,912.00 shares. Based on historical transaction data and VIG's current price of $206.17, PMG Wealth Management, Inc.'s estimated gain on his VIG holdings is $279,969.79, reflecting a 3.35% gain to date.

PMG Wealth Management, Inc. VIG ($206.17) Holding Chart

PMG Wealth Management, Inc. VIG ($206.17) 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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