Benchmark Wealth Management, LLC Vanguard Transaction History

Benchmark Wealth Management, LLC

$202 Million
Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 18,072 shares of VGSH stock, worth $1.05 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

18,072

Previous 16,087 12.34%

Holding current value

$1.05 Million

Previous $932,000 14.38%

% of portfolio

0.53%

Previous 0.5%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$57.74 - $59.13 $114,613 - $117,373	1,985 Added 12.34%	18,072 $1.07 Million
Q2 2024 Jul 08, 2024	BUY	$57.55 - $58.0 $22,962 - $23,142	399 Added 2.54%	16,087 $932,000
Q1 2024 Apr 08, 2024	SELL	$57.88 - $58.54 $353,936 - $357,972	-6,115 Reduced 28.05%	15,688 $911,000
Q4 2023 Jan 19, 2024	BUY	$57.34 - $58.41 $202,180 - $205,953	3,526 Added 19.29%	21,803 $1.27 Million
Q3 2023 Oct 16, 2023	BUY	$57.47 - $57.91 $416,600 - $419,789	7,249 Added 65.73%	18,277 $1.05 Million
Q3 2022 Oct 13, 2022	BUY	$57.67 - $59.08 $39,734 - $40,706	689 Added 6.66%	11,028 $637,000
Q4 2021 Jan 21, 2022	BUY	$60.79 - $61.43 $198,540 - $200,630	3,266 Added 46.18%	10,339 $629,000
Q3 2021 Oct 12, 2021	BUY	$61.39 - $61.54 $199,517 - $200,005	3,250 Added 85.01%	7,073 $434,000
Q2 2021 Jul 14, 2021	BUY	$61.41 - $61.64 $234,770 - $235,649	3,823 New	3,823 $235,000

Others Institutions Holding VGSH

# of Institutions

918

Shares Held

232M

Call Options Held

21.5K

Put Options Held

32.6K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Account

Benchmark Wealth Management, LLC Vanguard Transaction History