Number of Shares
31,971.00
Current Holdings Value*
$6.20 Mil
% of Portfolio
3%
Total Estimate Gain
$3.46 Mil
% of Total Estimate Gain
49.69%

Benchmark Wealth Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Benchmark Wealth Management, LLC held 31,971.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $6.20 Mil. This investment constitutes 3% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 8 purchases of VIG, at an average price of $123.87, for a total of 56,285.00 shares. In addition, there have been 12 sales at an average price of $155.96 for 24,314.00 shares. Based on historical transaction data and VIG's current price of $207.81, Benchmark Wealth Management, LLC's estimated gain on his VIG holdings is $3.46 Mil, reflecting a 49.69% gain to date.

Benchmark Wealth Management, LLC VIG ($207.81) Holding Chart

Benchmark Wealth Management, LLC VIG ($207.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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