Benchmark Financial Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 2,182 shares of VB stock, worth $501,925. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,182
Previous 1,455 49.97%
Holding current value
$501,925
Previous $349,000 38.4%
% of portfolio
0.18%
Previous 0.11%

Shares

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

Apr 25, 2025
BUY
$217.89 - $252.64 $158,406 - $183,669
727 Added 49.97%
2,182 $483,000
Q4 2024

Jan 27, 2025
BUY
$233.76 - $261.58 $126,931 - $142,037
543 Added 59.54%
1,455 $349,000
Q3 2024

Oct 30, 2024
BUY
$214.77 - $237.72 $195,870 - $216,800
912 New
912 $216,000

Others Institutions Holding VB

# of Institutions
2,364
Shares Held
166M
Call Options Held
78.1K
Put Options Held
29.4K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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