Schwallier Wealth Management LLC's ownership history for VIG

Schwallier Wealth Management LLC currently holds 2.4K shares with a market value of $512.1K. It started holding VIG on 2024-09-30. At its peak, it held 3.3K shares on 2025-09-30. Its highest holding value was $704.3K on 2025-09-30. At its lowest, it held 2.4K shares on 2026-03-31, with a value of $512.1K on 2026-03-31. In the recent 180 days, Schwallier Wealth Management LLC has decreased its shares by 883. In the recent year, Schwallier Wealth Management LLC has decreased its shares by 720.