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

Benchmark Wealth Management, LLC

$203 Million
Q4 2024

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 1,832 shares of VBR stock, worth $362,168. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,832

Previous 1,827 0.27%

Holding current value

$362,168

Previous $366,000 0.82%

% of portfolio

0.18%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,695

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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