Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 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 21,052 shares of VO stock, worth $6.16 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
21,052
Previous 20,646
1.97%
Holding current value
$6.16 Million
Previous $5.31 Million
10.96%
% of portfolio
2.63%
Previous 2.58%
Shares
21 transactions
Others Institutions Holding VO
# of Institutions
2,463Shares Held
212MCall Options Held
71.5KPut Options Held
24.9K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.25 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$6.14 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$5.05 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.46 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.35 Billion0.15% of portfolio