Benchmark Wealth Management, LLC Vanguard Value ETF Transaction History
Benchmark Wealth Management, LLC
- $183 Million
- Q1 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 34,636 shares of VTV stock, worth $5.56 Million. This represents 3.07% of its overall portfolio holdings.
Number of Shares
34,636
Previous 31,759
9.06%
Holding current value
$5.56 Million
Previous $4.75 Million
18.81%
% of portfolio
3.07%
Previous 2.81%
Shares
18 transactions
Others Institutions Holding VTV
# of Institutions
2,154Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio