Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $202 Million
- Q3 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 21,416 shares of VO stock, worth $5.76 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
21,416
Previous 19,596
9.29%
Holding current value
$5.76 Million
Previous $4.74 Million
19.1%
% of portfolio
2.8%
Previous 2.53%
Shares
18 transactions
Others Institutions Holding VO
# of Institutions
2,092Shares Held
173MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.32 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$3.89 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.2 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$1.98 Billion0.14% of portfolio