Benchmark Wealth Management, LLC Vanguard Value ETF Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
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 92,968 shares of VTV stock, worth $17.4 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
92,968
Previous 95,630
2.78%
Holding current value
$17.4 Million
Previous $16.3 Million
0.58%
% of portfolio
7.35%
Previous 7.95%
Shares
23 transactions
Others Institutions Holding VTV
# of Institutions
2,760Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio