Sterling Wealth Advisors Inc VIG Holdings History
Sterling Wealth Advisors Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Sterling Wealth Advisors Inc held 16,013.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $3.11 Mil. This investment constitutes 2.39% of their stock portfolio, and Sterling Wealth Advisors Inc now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $198.85 for 363.00 shares. Based on historical transaction data and VIG's current price of $205.93, Sterling Wealth Advisors Inc's estimated gain on his VIG holdings is $99,452.44, reflecting a 3.04% gain to date.
Sterling Wealth Advisors Inc VIG ($205.93) Holding Chart
Sterling Wealth Advisors Inc VIG ($205.93) 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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