Benchmark Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$300 Million
Q2 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,329 shares of VTV stock, worth $248,616. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,329

Previous 1,334 0.37%

Holding current value

$248,616

Previous $230,000 1.74%

% of portfolio

0.08%

Previous 0.09%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$153.67 - $176.74 $768 - $883	-5 Reduced 0.37%	1,329 $234,000
Q1 2025 Apr 25, 2025	SELL	$167.73 - $179.21 $34,552 - $36,917	-206 Reduced 13.38%	1,334 $230,000
Q4 2024 Jan 27, 2025	BUY	$168.32 - $181.87 $1,514 - $1,636	9 Added 0.59%	1,540 $260,000
Q3 2024 Oct 30, 2024	SELL	$159.75 - $174.57 $38,659 - $42,245	-242 Reduced 13.65%	1,531 $267,000
Q1 2024 Apr 22, 2024	BUY	$147.46 - $162.86 $1,474 - $1,628	10 Added 0.57%	1,773 $288,000
Q4 2023 Jan 23, 2024	BUY	$131.82 - $149.95 $1,318 - $1,499	10 Added 0.57%	1,763 $263,000
Q3 2023 Oct 13, 2023	SELL	$137.93 - $147.18 $4,275 - $4,562	-31 Reduced 1.74%	1,753 $241,000
Q2 2023 Jul 25, 2023	SELL	$134.74 - $142.42 $4,985 - $5,269	-37 Reduced 2.03%	1,784 $253,000
Q1 2023 Apr 28, 2023	SELL	$132.13 - $144.96 $5,681 - $6,233	-43 Reduced 2.31%	1,821 $251,000
Q4 2022 Jan 23, 2023	SELL	$124.69 - $146.24 $64,215 - $75,313	-515 Reduced 21.65%	1,864 $0
Q3 2022 Nov 01, 2022	BUY	$123.48 - $143.43 $1,852 - $2,151	15 Added 0.63%	2,379 $294,000
Q2 2022 Jul 22, 2022	SELL	$128.01 - $150.8 $3,968 - $4,674	-31 Reduced 1.29%	2,364 $312,000
Q1 2022 Apr 22, 2022	SELL	$140.46 - $150.33 $67,701 - $72,459	-482 Reduced 16.75%	2,395 $354,000
Q4 2021 Jan 26, 2022	SELL	$136.43 - $147.24 $65,486 - $70,675	-480 Reduced 14.3%	2,877 $423,000
Q3 2021 Oct 26, 2021	SELL	$134.5 - $142.48 $2.47 Million - $2.61 Million	-18,348 Reduced 84.53%	3,357 $454,000
Q2 2021 Jul 26, 2021	BUY	$132.12 - $141.17 $14,929 - $15,952	113 Added 0.52%	21,705 $2.98 Million
Q1 2021 Apr 26, 2021	SELL	$117.44 - $132.31 $4,462 - $5,027	-38 Reduced 0.18%	21,592 $2.84 Million
Q4 2020 Jan 20, 2021	SELL	$101.75 - $119.15 $124,135 - $145,363	-1,220 Reduced 5.34%	21,630 $2.57 Million
Q3 2020 Oct 15, 2020	SELL	$98.37 - $109.49 $430,270 - $478,909	-4,374 Reduced 16.07%	22,850 $2.39 Million
Q2 2020 Jul 21, 2020	SELL	$85.23 - $110.16 $1.93 Million - $2.5 Million	-22,650 Reduced 45.41%	27,224 $2.71 Million
Q1 2020 May 08, 2020	SELL	$76.76 - $121.42 $198,117 - $313,385	-2,581 Reduced 4.92%	49,874 $4.44 Million
Q4 2019 Jan 31, 2020	BUY	$107.9 - $120.77 $112,647 - $126,083	1,044 Added 2.03%	52,455 $6.29 Million
Q3 2019 Nov 01, 2019	SELL	$111.23 - $113.16 $512,436 - $521,328	-4,607 Reduced 8.22%	51,411 $5.74 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-369 Reduced 0.65%	56,018 $6.21 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-899 Reduced 1.57%	56,387 $6.07 Million
Q4 2018 Jan 30, 2019	BUY	N/A	57,286 New	57,286 $5.61 Million

Others Institutions Holding VTV

# of Institutions

2,681

Shares Held

565M

Call Options Held

211K

Put Options Held

58.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Benchmark Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History