Number of Shares
149,759.00
Current Holdings Value*
$23.18 Mil
% of Portfolio
16.22%
Total Estimate Gain
$15.59 Mil
% of Total Estimate Gain
59.57%

Wechter Feldman Wealth Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary

As of 2021-06-30, Wechter Feldman Wealth Management, Inc. held 149,759.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $23.18 Mil. This investment constitutes 16.22% of their stock portfolio, and Wechter Feldman Wealth Management, Inc. now holds 0.04% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2018Q2. And since then Wechter Feldman Wealth Management, Inc. has made 3 purchases of VIG, at an average price of $109.10, for a total of 239,836.00 shares. In addition, there have been 10 sales at an average price of $119.84 for 90,077.00 shares. Based on historical transaction data and VIG's current price of $206.71, Wechter Feldman Wealth Management, Inc.'s estimated gain on his VIG holdings is $15.59 Mil, reflecting a 59.57% gain to date.

Wechter Feldman Wealth Management, Inc. VIG ($206.71) Holding Chart

Wechter Feldman Wealth Management, Inc. VIG ($206.71) 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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