Benchmark Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Benchmark Investment Advisors LLC

  • $149 Million
  • Q1 2025

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 1,797 shares of VIG stock, worth $327,323. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,797
Previous 1,795 0.11%
Holding current value
$327,323
Previous $326,000 0.31%
% of portfolio
0.22%
Previous 0.22%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
2 Added 0.11%
1,797 $327,000
Q4 2024

Feb 13, 2025
BUY
N/A
4 Added 0.22%
1,795 $326,000
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
2,545
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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