Wechter Feldman Wealth Management, Inc. VIG Holdings History
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 $208.10, Wechter Feldman Wealth Management, Inc.'s estimated gain on his VIG holdings is $15.79 Mil, reflecting a 60.37% gain to date.
Wechter Feldman Wealth Management, Inc. VIG ($208.10) Holding Chart
Wechter Feldman Wealth Management, Inc. 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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