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
2,356Shares Held
214MCall Options Held
551KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
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Morgan Stanley New York, NY12.1MShares$2.21 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, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio