Western Pacific Wealth Management, LP VIG Holdings History
Western Pacific Wealth Management, LP's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-06-30, Western Pacific Wealth Management, LP held 47,452.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $9.71 Mil. This investment constitutes 9.31% of their stock portfolio, and Western Pacific Wealth Management, LP now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2022Q1. And since then Western Pacific Wealth Management, LP has made 12 purchases of VIG, at an average price of $164.75, for a total of 47,517.00 shares. In addition, there have been 1 sales at an average price of $198.85 for 65.00 shares. Based on historical transaction data and VIG's current price of $206.10, Western Pacific Wealth Management, LP's estimated gain on his VIG holdings is $1.96 Mil, reflecting a 25.09% gain to date.
Western Pacific Wealth Management, LP VIG ($206.10) Holding Chart
Western Pacific Wealth Management, LP 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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