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

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 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 2,033 shares of VB stock, worth $519,248. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,033
Previous 2,182 6.83%
Holding current value
$519,248
Previous $483,000 0.41%
% of portfolio
0.16%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$193.73 - $237.37 $28,865 - $35,368
-149 Reduced 6.83%
2,033 $481,000
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
2,401
Shares Held
168M
Call Options Held
73.6K
Put Options Held
16.3K
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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