Benchmark Financial Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,901	Closed	-$960K	–	107
2024 Q4	$960K	Buy	+4,901	New	+$979K	0.31%	38
2023 Q1	–	Sell	-1,650	Closed	-$251K	–	72
2022 Q4	$251K	Sell	1,650 -1,140	-41%	-$170K	0.14%	62
2022 Q3	$377K	Buy	+2,790	New	+$415K	0.22%	41

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Benchmark Financial Wealth Advisors's VIG Position: Q1 2025 in Review

Benchmark Financial Wealth Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 4,901 shares — an estimated $960K sold.

Benchmark Financial Wealth Advisors first reported a position in VIG in Q3 2022 and held it in 3 quarters. The position peaked at $960K in Q4 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Benchmark Financial Wealth Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Benchmark Financial Wealth Advisors sold 4,901 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $960K.
Benchmark Financial Wealth Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2022 and held it in 3 quarters.
Benchmark Financial Wealth Advisors's Vanguard Dividend Appreciation ETF position peaked at $960K in Q4 2024.
2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.