Benchmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Benchmark Wealth Management, LLC

  • $206 Million
  • Q1 2025

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 31,971 shares of VIG stock, worth $5.82 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
31,971
Previous 33,178 3.64%
Holding current value
$5.82 Million
Previous $6.04 Million 3.64%
% of portfolio
2.83%
Previous 2.98%

Shares

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

Apr 07, 2025
SELL
N/A
-1,207 Reduced 3.64%
31,971 $5.82 Million
Q4 2024

Jan 07, 2025
BUY
N/A
15 Added 0.05%
33,178 $6.04 Million
Q3 2024

Oct 18, 2024
SELL
$182.15 - $182.15 $124,044 - $124,044
-681 Reduced 2.01%
33,163 $6.04 Million
Q1 2024

Apr 08, 2024
BUY
$168.47 - $182.98 $38,579 - $41,902
229 Added 0.68%
33,844 $6.18 Million
Q4 2023

Jan 19, 2024
SELL
$150.16 - $171.16 $84,089 - $95,849
-560 Reduced 1.64%
33,615 $5.73 Million
Q3 2023

Oct 16, 2023
SELL
$155.38 - $166.95 $1.18 Million - $1.27 Million
-7,592 Reduced 18.18%
34,175 $5.31 Million
Q2 2023

Jul 19, 2023
SELL
$152.74 - $162.43 $984,103 - $1.05 Million
-6,443 Reduced 13.36%
41,767 $6.78 Million
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $17,963 - $19,316
-122 Reduced 0.25%
48,210 $7.42 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $335,449 - $367,572
2,316 Added 5.03%
48,332 $7.34 Million
Q3 2022

Oct 13, 2022
SELL
N/A
-160 Reduced 0.35%
46,016 $6.22 Million
Q2 2022

Jul 11, 2022
BUY
N/A
503 Added 1.1%
46,176 $6.63 Million
Q1 2022

Apr 14, 2022
BUY
N/A
798 Added 1.78%
45,673 $7.41 Million
Q4 2021

Jan 21, 2022
SELL
N/A
-878 Reduced 1.92%
44,875 $7.71 Million
Q3 2021

Oct 12, 2021
SELL
N/A
-2,596 Reduced 5.37%
45,753 $7.03 Million
Q2 2021

Jul 14, 2021
BUY
N/A
880 Added 1.85%
48,349 $7.48 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-235 Reduced 0.49%
47,469 $6.98 Million
Q4 2020

Jan 12, 2021
BUY
N/A
257 Added 0.54%
47,704 $6.73 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-2,414 Reduced 4.84%
47,447 $6.11 Million
Q2 2020

Jul 09, 2020
SELL
N/A
-1,426 Reduced 2.78%
49,861 $5.84 Million
Q1 2020

Apr 22, 2020
BUY
N/A
192 Added 0.38%
51,287 $5.3 Million
Q4 2019

Jan 28, 2020
BUY
N/A
51,095 New
51,095 $6.37 Million

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
Track This Portfolio

Track Benchmark Wealth Management, LLC Portfolio

Follow Benchmark Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email