SARD WEALTH MANAGEMENT GROUP, LLC VIG Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 22,284.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.56 Mil. This investment constitutes 2.81% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of VIG, at an average price of $165.19, for a total of 22,326.00 shares. In addition, there have been 1 sales at an average price of $193.82 for 42.00 shares. Based on historical transaction data and VIG's current price of $206.78, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his VIG holdings is $928,020.02, reflecting a 25.16% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC VIG ($206.78) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC VIG ($206.78) 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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