REGIMEN WEALTH, LLC VIG Holdings History

Number of Shares
2,797.00
Current Holdings Value*
$542,650.00
% of Portfolio
0.17%
Total Estimate Gain
$143,967.40
% of Total Estimate Gain
19.78%

REGIMEN WEALTH, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, REGIMEN WEALTH, LLC held 2,797.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $542,650.00. This investment constitutes 0.17% of their stock portfolio, and REGIMEN WEALTH, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2023Q4. And since then REGIMEN WEALTH, LLC has made 3 purchases of VIG, at an average price of $169.55, for a total of 4,292.00 shares. In addition, there have been 2 sales at an average price of $194.28 for 1,495.00 shares. Based on historical transaction data and VIG's current price of $207.81, REGIMEN WEALTH, LLC's estimated gain on his VIG holdings is $143,967.40, reflecting a 19.78% gain to date.

REGIMEN WEALTH, LLC VIG ($207.81) Holding Chart

REGIMEN WEALTH, LLC VIG ($207.81) 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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