Benchmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Benchmark Wealth Management, LLC

  • $224 Million
  • Q2 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 1,712 shares of VBR stock, worth $351,747. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,712
Previous 1,837 6.8%
Holding current value
$351,747
Previous $340,000 2.06%
% of portfolio
0.15%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
SELL
$162.76 - $195.77 $20,345 - $24,471
-125 Reduced 6.8%
1,712 $333,000
Q1 2025

Apr 07, 2025
BUY
$183.02 - $207.75 $915 - $1,038
5 Added 0.27%
1,837 $340,000
Q4 2024

Jan 07, 2025
BUY
$197.36 - $217.3 $986 - $1,086
5 Added 0.27%
1,832 $363,000
Q3 2024

Oct 18, 2024
BUY
$179.99 - $201.6 $37,257 - $41,731
207 Added 12.78%
1,827 $366,000
Q1 2024

Apr 08, 2024
BUY
$172.45 - $191.88 $517 - $575
3 Added 0.19%
1,620 $310,000
Q4 2023

Jan 19, 2024
BUY
$149.18 - $181.94 $745 - $909
5 Added 0.31%
1,617 $291,000
Q3 2023

Oct 16, 2023
BUY
$157.33 - $174.39 $314 - $348
2 Added 0.12%
1,612 $257,000
Q4 2022

Feb 07, 2023
SELL
$147.25 - $169.54 $11,927 - $13,732
-81 Reduced 4.79%
1,610 $255,000
Q2 2022

Jul 11, 2022
BUY
$146.67 - $178.24 $2,493 - $3,030
17 Added 1.02%
1,691 $253,000
Q1 2022

Apr 14, 2022
BUY
$165.62 - $182.58 $75,357 - $83,073
455 Added 37.33%
1,674 $295,000
Q4 2021

Jan 21, 2022
BUY
$168.72 - $185.72 $205,669 - $226,392
1,219 New
1,219 $218,000

Others Institutions Holding VBR

# of Institutions
1,796
Shares Held
91.8M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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