Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Benchmark Wealth Management, LLC

$206 Million
Q1 2025

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 20,646 shares of VO stock, worth $5.31 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

20,646

Previous 21,465 3.82%

Holding current value

$5.31 Million

Previous $5.67 Million 6.37%

% of portfolio

2.58%

Previous 2.8%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$251.87 - $277.95 $206,281 - $227,641	-819 Reduced 3.82%	20,646 $5.31 Million
Q4 2024 Jan 07, 2025	BUY	$261.5 - $284.63 $12,813 - $13,946	49 Added 0.23%	21,465 $5.67 Million
Q3 2024 Oct 18, 2024	BUY	$237.84 - $263.83 $432,868 - $480,170	1,820 Added 9.29%	21,416 $5.65 Million
Q2 2024 Jul 08, 2024	BUY	$234.99 - $248.98 $170,602 - $180,759	726 Added 3.85%	19,596 $4.74 Million
Q1 2024 Apr 08, 2024	BUY	$225.86 - $249.86 $184,979 - $204,635	819 Added 4.54%	18,870 $4.71 Million
Q4 2023 Jan 19, 2024	BUY	$195.66 - $233.95 $347,100 - $415,027	1,774 Added 10.9%	18,051 $4.2 Million
Q3 2023 Oct 16, 2023	BUY	$206.6 - $228.23 $286,141 - $316,098	1,385 Added 9.3%	16,277 $3.39 Million
Q2 2023 Jul 19, 2023	BUY	$203.43 - $220.16 $230,689 - $249,661	1,134 Added 8.24%	14,892 $3.28 Million
Q1 2023 Apr 17, 2023	BUY	$200.2 - $225.98 $1.37 Million - $1.55 Million	6,837 Added 98.79%	13,758 $2.9 Million
Q4 2022 Feb 07, 2023	BUY	$186.57 - $217.26 $30,410 - $35,413	163 Added 2.41%	6,921 $1.41 Million
Q3 2022 Oct 13, 2022	BUY	$187.98 - $227.42 $626,349 - $757,763	3,332 Added 97.26%	6,758 $1.27 Million
Q2 2022 Jul 11, 2022	BUY	$190.36 - $240.41 $56,156 - $70,920	295 Added 9.42%	3,426 $675,000
Q4 2021 Jan 21, 2022	BUY	$236.98 - $261.2 $13,981 - $15,410	59 Added 1.92%	3,131 $798,000
Q3 2021 Oct 12, 2021	BUY	$229.88 - $249.8 $39,079 - $42,466	170 Added 5.86%	3,072 $727,000
Q2 2021 Jul 14, 2021	SELL	$223.23 - $238.25 $64,067 - $68,377	-287 Reduced 9.0%	2,902 $689,000
Q1 2021 Apr 15, 2021	SELL	$203.74 - $225.89 $150,563 - $166,932	-739 Reduced 18.81%	3,189 $706,000
Q4 2020 Jan 12, 2021	BUY	$176.14 - $208.21 $9,687 - $11,451	55 Added 1.42%	3,928 $812,000
Q3 2020 Nov 05, 2020	SELL	$164.39 - $185.0 $21,699 - $24,420	-132 Reduced 3.3%	3,873 $683,000
Q2 2020 Jul 09, 2020	BUY	$124.34 - $175.42 $6,217 - $8,771	50 Added 1.26%	4,005 $656,000
Q4 2019 Jan 28, 2020	BUY	$162.13 - $178.73 $641,224 - $706,877	3,955 New	3,955 $705,000

Others Institutions Holding VO

# of Institutions

2,309

Shares Held

189M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History