Benchmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Benchmark Wealth Management, LLC
- $188 Million
- Q2 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 33,844 shares of VIG stock, worth $6.16 Million. This represents 3.29% of its overall portfolio holdings.
Number of Shares
33,844
Previous 33,844
-0.0%
Holding current value
$6.16 Million
Previous $6.18 Million
0.03%
% of portfolio
3.29%
Previous 3.37%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio