Benchmark Financial Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Benchmark Financial Wealth Advisors, LLC
- $311 Million
- Q4 2024
A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 4,901 shares of VIG stock, worth $892,717. This represents 0.29% of its overall portfolio holdings.
Number of Shares
4,901Holding current value
$892,717% of portfolio
0.29%Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio