Benchmark Financial Wealth Advisors, LLC Vanguard Value ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024

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 1,531 shares of VTV stock, worth $258,601. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,531
Previous 1,773 13.65%
Holding current value
$258,601
Previous $284,000 5.99%
% of portfolio
0.09%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email