Yoder Wealth Management, Inc. VIG Holdings History
Number of Shares
40,480.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
4.42%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
30.34%
Yoder Wealth Management, Inc.'s Vanguard Dividend Appreciation FTF Holding Summary
As of 2025-03-31, Yoder Wealth Management, Inc. held 40,480.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $7.85 Mil. This investment constitutes 4.42% of their stock portfolio, and Yoder Wealth Management, Inc. now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.
The initial trade took place in 2023Q1. In addition, there have been 7 sales at an average price of $171.93 for 11,871.00 shares. Based on historical transaction data and VIG's current price of $206.63, Yoder Wealth Management, Inc.'s estimated gain on his VIG holdings is $2.42 Mil, reflecting a 30.34% gain to date.
Yoder Wealth Management, Inc. VIG ($206.63) Holding Chart
Yoder Wealth Management, Inc. VIG ($206.63) 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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