Benchmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Benchmark Wealth Management, LLC
- $183 Million
- Q1 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 9,685 shares of VT stock, worth $1.11 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
9,685
Previous 9,647
0.39%
Holding current value
$1.11 Million
Previous $992,000
7.86%
% of portfolio
0.58%
Previous 0.59%
Shares
13 transactions
Others Institutions Holding VT
# of Institutions
931Shares Held
86.2MCall Options Held
203KPut Options Held
44.2K-
Texas Treasury Safekeeping Trust CO Austin, TX14.9MShares$1.7 Billion2.39% of portfolio
-
Morgan Stanley New York, NY3.95MShares$451 Million0.04% of portfolio
-
Cambridge Associates LLC Boston, MA3.51MShares$401 Million20.78% of portfolio
-
Bank Of America Corp Charlotte, NC2.72MShares$311 Million0.03% of portfolio
-
Edgehill Endowment Partners, LLC2.63MShares$300 Million35.59% of portfolio