W ADVISORS, LLC VIG Holdings History

Number of Shares
25,217.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
3.06%
Total Estimate Gain
$1.05 Mil
% of Total Estimate Gain
22.77%

W ADVISORS, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, W ADVISORS, LLC held 25,217.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.89 Mil. This investment constitutes 3.06% of their stock portfolio, and W ADVISORS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2021Q4. And since then W ADVISORS, LLC has made 10 purchases of VIG, at an average price of $163.10, for a total of 28,271.00 shares. In addition, there have been 2 sales at an average price of $151.76 for 3,054.00 shares. Based on historical transaction data and VIG's current price of $206.10, W ADVISORS, LLC's estimated gain on his VIG holdings is $1.05 Mil, reflecting a 22.77% gain to date.

W ADVISORS, LLC VIG ($206.10) Holding Chart

W ADVISORS, LLC VIG ($206.10) 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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