Benchmark Wealth Management, LLC VIG Holdings History
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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