Benchmark Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History
Benchmark Wealth Management, LLC
- $183 Million
- Q1 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 1,620 shares of VBR stock, worth $294,159. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,620
Previous 1,617
0.19%
Holding current value
$294,159
Previous $291,000
6.53%
% of portfolio
0.17%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.86 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$774 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$756 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$642 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$551 Million0.79% of portfolio