Benchmark Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Benchmark Wealth Management, LLC

  • $206 Million
  • Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 2,757 shares of IVOO stock, worth $280,138. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,757
Previous 2,818 2.16%
Holding current value
$280,138
Previous $297,000 8.75%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Apr 07, 2025
SELL
$96.85 - $111.39 $5,907 - $6,794
-61 Reduced 2.16%
2,757 $271,000
Q4 2024

Jan 07, 2025
BUY
$104.52 - $115.08 $4,180 - $4,603
40 Added 1.44%
2,818 $297,000
Q3 2024

Oct 18, 2024
SELL
$97.05 - $106.1 $11,646 - $12,732
-120 Reduced 4.14%
2,778 $293,000
Q2 2024

Jul 08, 2024
SELL
$95.6 - $102.96 $8,125 - $8,751
-85 Reduced 2.85%
2,898 $287,000
Q1 2024

Apr 08, 2024
BUY
$90.9 - $103.01 $5,272 - $5,974
58 Added 1.98%
2,983 $307,000
Q4 2023

Jan 19, 2024
SELL
$78.64 - $94.88 $9,830 - $11,860
-125 Reduced 4.1%
2,925 $274,000
Q3 2023

Oct 16, 2023
SELL
$83.66 - $92.16 $17,986 - $19,814
-215 Reduced 6.58%
3,050 $257,000
Q2 2023

Jul 19, 2023
BUY
$81.37 - $88.56 $20,098 - $21,874
247 Added 8.18%
3,265 $289,000
Q1 2023

Apr 17, 2023
BUY
$80.26 - $183.76 $57,305 - $131,204
714 Added 30.99%
3,018 $255,000
Q4 2022

Feb 07, 2023
SELL
$75.71 - $174.3 $6,586 - $15,164
-87 Reduced 3.64%
2,304 $376,000
Q3 2022

Oct 13, 2022
BUY
$74.3 - $89.13 $22,141 - $26,560
298 Added 14.24%
2,391 $355,000
Q2 2022

Jul 11, 2022
SELL
$74.48 - $91.47 $3,649 - $4,482
-49 Reduced 2.29%
2,093 $321,000
Q1 2022

Apr 14, 2022
BUY
$85.0 - $96.56 $3,145 - $3,572
37 Added 1.76%
2,142 $389,000
Q4 2021

Jan 21, 2022
SELL
$89.97 - $98.34 $1,259 - $1,376
-14 Reduced 0.66%
2,105 $403,000
Q3 2021

Oct 12, 2021
SELL
$86.83 - $93.77 $9,464 - $10,220
-109 Reduced 4.89%
2,119 $377,000
Q2 2021

Jul 14, 2021
BUY
$88.32 - $93.52 $18,988 - $20,106
215 Added 10.68%
2,228 $405,000
Q1 2021

Apr 15, 2021
SELL
$76.54 - $90.63 $23,497 - $27,823
-307 Reduced 13.23%
2,013 $355,000
Q4 2020

Jan 12, 2021
SELL
$63.55 - $78.08 $1,207 - $1,483
-19 Reduced 0.81%
2,320 $361,000
Q3 2020

Nov 05, 2020
SELL
$59.03 - $66.5 $9,680 - $10,906
-164 Reduced 6.55%
2,339 $294,000
Q4 2019

Jan 28, 2020
BUY
$62.78 - $69.63 $157,138 - $174,283
2,503 New
2,503 $348,000

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

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

Track Benchmark Wealth Management, LLC Portfolio

Follow Benchmark Wealth Management, 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 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email