Benchmark Wealth Management, LLC Vanguard Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 24,840 shares of VGSH stock, worth $1.46 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
24,840
Previous 24,427
1.69%
Holding current value
$1.46 Million
Previous $1.43 Million
1.81%
% of portfolio
0.65%
Previous 0.7%
Shares
12 transactions
Others Institutions Holding VGSH
# of Institutions
1,063Shares Held
285MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY43.5MShares$2.56 Billion0.2% of portfolio
-
Morgan Stanley New York, NY20.5MShares$1.21 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.74MShares$514 Million0.04% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$443 Million10.66% of portfolio
-
Northern Trust Corp Chicago, IL6.69MShares$394 Million0.06% of portfolio