Number of Shares
14,578.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
2.13%
Total Estimate Gain
$137,033.66
% of Total Estimate Gain
4.73%

Wilkins Miller Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Wilkins Miller Wealth Management, LLC held 14,578.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $2.83 Mil. This investment constitutes 2.13% of their stock portfolio, and Wilkins Miller Wealth Management, LLC now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q4. And since then Wilkins Miller Wealth Management, LLC has made 1 purchases of VIG, at an average price of $198.92, for a total of 14,578.00 shares. Based on historical transaction data and VIG's current price of $208.32, Wilkins Miller Wealth Management, LLC's estimated gain on his VIG holdings is $137,033.66, reflecting a 4.73% gain to date.

Wilkins Miller Wealth Management, LLC VIG ($208.32) Holding Chart

Wilkins Miller Wealth Management, LLC VIG ($208.32) 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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