Wiser Wealth Management, Inc VIG Holdings History
Wiser Wealth Management, Inc's Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Wiser Wealth Management, Inc held 7,058.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $1.37 Mil. This investment constitutes 0.38% of their stock portfolio, and Wiser Wealth Management, Inc now holds 0% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q1. And since then Wiser Wealth Management, Inc has made 7 purchases of VIG, at an average price of $187.68, for a total of 7,104.00 shares. In addition, there have been 1 sales at an average price of $162.10 for 46.00 shares. Based on historical transaction data and VIG's current price of $206.49, Wiser Wealth Management, Inc's estimated gain on his VIG holdings is $131,596.20, reflecting a 9.87% gain to date.
Wiser Wealth Management, Inc VIG ($206.49) Holding Chart
Wiser Wealth Management, Inc VIG ($206.49) 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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