Benchmark Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 36,732 shares of VB stock, worth $8.8 Million. This represents 4.35% of its overall portfolio holdings.
Number of Shares
36,732
Previous 37,059
0.88%
Holding current value
$8.8 Million
Previous $8.79 Million
0.4%
% of portfolio
4.35%
Previous 4.35%
Shares
21 transactions
Others Institutions Holding VB
# of Institutions
2,316Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.95 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.81 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.76 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.36 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.26 Billion0.42% of portfolio