WEALTHSPAN PARTNERS, LLC VIG Holdings History
WEALTHSPAN PARTNERS, LLC's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 42,693.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $8.28 Mil. This investment constitutes 3.83% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q1. And since then WEALTHSPAN PARTNERS, LLC has made 1 purchases of VIG, at an average price of $160.75, for a total of 60,345.00 shares. In addition, there have been 12 sales at an average price of $169.70 for 17,652.00 shares. Based on historical transaction data and VIG's current price of $208.10, WEALTHSPAN PARTNERS, LLC's estimated gain on his VIG holdings is $2.18 Mil, reflecting a 22.47% gain to date.
WEALTHSPAN PARTNERS, LLC VIG ($208.10) Holding Chart
WEALTHSPAN PARTNERS, LLC VIG ($208.10) 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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