Benchmark Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 2025
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 34,787 shares of VB stock, worth $7.22 Million. This represents 3.75% of its overall portfolio holdings.
Number of Shares
34,787
Previous 36,732
5.3%
Holding current value
$7.22 Million
Previous $8.83 Million
12.65%
% of portfolio
3.75%
Previous 4.35%
Shares
22 transactions
Others Institutions Holding VB
# of Institutions
2,346Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.15 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.52 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.18 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.09 Billion0.42% of portfolio