WEALTH ADVISORS, INC. VIG Holdings History

Number of Shares
42,200.00
Current Holdings Value*
$6.56 Mil
% of Portfolio
2.94%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
51.63%

WEALTH ADVISORS, INC.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2023-09-30, WEALTH ADVISORS, INC. held 42,200.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.56 Mil. This investment constitutes 2.94% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 10 purchases of VIG, at an average price of $125.47, for a total of 60,044.00 shares. In addition, there have been 5 sales at an average price of $152.75 for 17,844.00 shares. Based on historical transaction data and VIG's current price of $206.10, WEALTH ADVISORS, INC.'s estimated gain on his VIG holdings is $3.89 Mil, reflecting a 51.63% gain to date.

WEALTH ADVISORS, INC. VIG ($206.10) Holding Chart

WEALTH ADVISORS, INC. 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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