Benchmark Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Benchmark Investment Advisors LLC

  • $139 Million
  • Q3 2024

A detailed history of Benchmark Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Benchmark Investment Advisors LLC holds 1,791 shares of VIG stock, worth $326,230. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,791
Previous 1,752 2.23%
Holding current value
$326,230
Previous $319,000 2.19%
% of portfolio
0.23%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$182.15 - $182.15 $7,103 - $7,103
39 Added 2.23%
1,791 $326,000
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.11%
1,752 $319,000
Q4 2023

May 15, 2024
SELL
$150.16 - $171.16 $1.91 Million - $2.18 Million
-12,747 Reduced 87.93%
1,750 $298,000
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $1.92 Million - $2.18 Million
12,763 Added 736.04%
14,497 $2.47 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $2,019 - $2,170
-13 Reduced 0.74%
1,734 $269,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $152 - $162
-1 Reduced 0.06%
1,747 $283,000
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $21,791 - $23,432
-148 Reduced 7.81%
1,748 $269,000
Q4 2022

Feb 21, 2023
BUY
$144.84 - $158.71 $14,918 - $16,347
103 Added 5.74%
1,896 $287,000
Q3 2022

Nov 14, 2022
BUY
N/A
37 Added 2.11%
1,793 $242,000
Q2 2022

Aug 08, 2022
BUY
N/A
317 Added 22.03%
1,756 $252,000
Q1 2022

May 16, 2022
BUY
N/A
65 Added 4.73%
1,439 $233,000
Q4 2021

Feb 16, 2022
BUY
N/A
1,374 New
1,374 $236,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Benchmark Investment Advisors LLC Portfolio

Follow Benchmark Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email