Benchmark Wealth Management, LLC Vanguard Transaction History

Benchmark Wealth Management, LLC

$206 Million
Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 24,427 shares of VGSH stock, worth $1.43 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

24,427

Previous 17,946 36.11%

Holding current value

$1.43 Million

Previous $1.04 Million 37.26%

% of portfolio

0.7%

Previous 0.52%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$58.07 - $58.68 $376,351 - $380,305	6,481 Added 36.11%	24,427 $1.43 Million
Q4 2024 Jan 07, 2025	SELL	$58.02 - $58.88 $7,310 - $7,418	-126 Reduced 0.7%	17,946 $1.04 Million
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

983

Shares Held

254M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
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Benchmark Wealth Management, LLC Vanguard Transaction History