Benchmark Financial Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 117,641 shares of VTI stock, worth $34.2 Million. This represents 11.13% of its overall portfolio holdings.

Number of Shares

117,641

Previous 119,482 1.54%

Holding current value

$34.2 Million

Previous $32 Million 4.22%

% of portfolio

11.13%

Previous 11.84%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$255.18 - $283.2 $469,786 - $521,371	-1,841 Reduced 1.54%	117,641 $33.3 Million
Q2 2024 Jul 23, 2024	SELL	$245.23 - $269.4 $1.54 Million - $1.69 Million	-6,281 Reduced 4.99%	119,482 $32 Million
Q1 2024 Apr 22, 2024	SELL	$232.77 - $260.14 $321,688 - $359,513	-1,382 Reduced 1.09%	125,763 $32.7 Million
Q4 2023 Jan 23, 2024	SELL	$203.12 - $238.25 $66,623 - $78,146	-328 Reduced 0.26%	127,145 $30.2 Million
Q3 2023 Oct 13, 2023	BUY	$211.41 - $228.35 $213,524 - $230,633	1,010 Added 0.8%	127,473 $27.1 Million
Q2 2023 Jul 25, 2023	BUY	$200.75 - $220.28 $623,730 - $684,409	3,107 Added 2.52%	126,463 $27.9 Million
Q1 2023 Apr 28, 2023	SELL	$189.85 - $210.01 $1.61 Million - $1.78 Million	-8,483 Reduced 6.43%	123,356 $25.2 Million
Q4 2022 Jan 23, 2023	SELL	$179.3 - $204.18 $538,079 - $612,744	-3,001 Reduced 2.23%	131,839 $0
Q3 2022 Nov 01, 2022	BUY	$179.47 - $216.24 $1.15 Million - $1.38 Million	6,382 Added 4.97%	134,840 $24.2 Million
Q2 2022 Jul 22, 2022	SELL	$183.02 - $230.52 $744,525 - $937,755	-4,068 Reduced 3.07%	128,458 $24.2 Million
Q1 2022 Apr 22, 2022	BUY	$209.9 - $242.97 $329,543 - $381,462	1,570 Added 1.2%	132,526 $30.2 Million
Q4 2021 Jan 26, 2022	SELL	$221.73 - $242.96 $649,003 - $711,143	-2,927 Reduced 2.19%	130,956 $31.6 Million
Q3 2021 Oct 26, 2021	SELL	$219.23 - $234.37 $769,278 - $822,404	-3,509 Reduced 2.55%	133,883 $29.7 Million
Q2 2021 Jul 26, 2021	BUY	$209.28 - $222.82 $99,198 - $105,616	474 Added 0.35%	137,392 $30.6 Million
Q1 2021 Apr 26, 2021	SELL	$191.87 - $208.85 $2.24 Million - $2.43 Million	-11,654 Reduced 7.84%	136,918 $28.3 Million
Q4 2020 Jan 20, 2021	SELL	$166.99 - $194.64 $525,684 - $612,726	-3,148 Reduced 2.07%	148,572 $28.9 Million
Q3 2020 Oct 15, 2020	SELL	$157.44 - $181.24 $54,316 - $62,527	-345 Reduced 0.23%	151,720 $25.8 Million
Q2 2020 Jul 21, 2020	SELL	$122.96 - $164.1 $3.86 Million - $5.16 Million	-31,417 Reduced 17.12%	152,065 $23.8 Million
Q1 2020 May 08, 2020	SELL	$111.91 - $172.17 $970,035 - $1.49 Million	-8,668 Reduced 4.51%	183,482 $23.7 Million
Q4 2019 Jan 31, 2020	BUY	$146.61 - $164.29 $104,093 - $116,645	710 Added 0.37%	192,150 $31.4 Million
Q3 2019 Nov 01, 2019	BUY	$150.3 - $153.62 $158,265 - $161,761	1,053 Added 0.55%	191,440 $28.9 Million
Q2 2019 Jul 25, 2019	BUY	N/A	7,771 Added 4.26%	190,387 $28.6 Million
Q1 2019 Apr 24, 2019	BUY	N/A	10,386 Added 6.03%	182,616 $26.4 Million
Q4 2018 Jan 30, 2019	BUY	N/A	4,941 Added 2.95%	172,230 $22 Million
Q3 2018 Nov 05, 2018	BUY	N/A	167,289 New	167,289 $25 Million

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Benchmark Financial Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History