Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $183 Million
- Q1 2024
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 18,870 shares of VO stock, worth $4.56 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
18,870
Previous 18,051
4.54%
Holding current value
$4.56 Million
Previous $4.2 Million
12.26%
% of portfolio
2.57%
Previous 2.48%
Shares
16 transactions
Others Institutions Holding VO
# of Institutions
1,960Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.7 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.8 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.53 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$1.99 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio