Benchmark Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 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 33,163 shares of VIG stock, worth $6.04 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares
33,163
Previous 33,844 2.01%
Holding current value
$6.04 Million
Previous $6.18 Million 2.23%
% of portfolio
2.99%
Previous 3.29%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
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
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