Benchmark Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 1,797 shares of VOE stock, worth $290,053. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,797
Previous 1,830
1.8%
Holding current value
$290,053
Previous $296,000
3.72%
% of portfolio
0.14%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VOE
# of Institutions
1,204Shares Held
70.6MCall Options Held
42.8KPut Options Held
2.8K-
Morgan Stanley New York, NY4.57MShares$738 Million0.05% of portfolio
-
Betterment LLC New York, NY4.29MShares$693 Million1.63% of portfolio
-
Assetmark, Inc4.1MShares$662 Million1.82% of portfolio
-
Royal Bank Of Canada Toronto, A63.26MShares$527 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$497 Million0.04% of portfolio