Number of Shares
37,953.00
Current Holdings Value*
$4.54 Mil
% of Portfolio
3.6%
Total Estimate Gain
$3.91 Mil
% of Total Estimate Gain
75.10%

Wealth & Pension Services Group, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2019-09-30, Wealth & Pension Services Group, Inc. held 37,953.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $4.54 Mil. This investment constitutes 3.6% of their stock portfolio, and Wealth & Pension Services Group, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Wealth & Pension Services Group, Inc. has made 2 purchases of VIG, at an average price of $102.42, for a total of 50,808.00 shares. In addition, there have been 2 sales at an average price of $104.03 for 12,855.00 shares. Based on historical transaction data and VIG's current price of $204.85, Wealth & Pension Services Group, Inc.'s estimated gain on his VIG holdings is $3.91 Mil, reflecting a 75.10% gain to date.

Wealth & Pension Services Group, Inc. VIG ($204.85) Holding Chart

Wealth & Pension Services Group, Inc. VIG ($204.85) 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 %

Top Ranked Articles

  • 1