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 $16.6 Million. This represents 7.35% of its overall portfolio holdings.
Number of Shares
92,968
Previous 95,630
2.78%
Holding current value
$16.6 Million
Previous $16.3 Million
0.58%
% of portfolio
7.35%
Previous 7.95%
Shares
23 transactions
Others Institutions Holding VTV
# of Institutions
2,637Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.2 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.66 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.74 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.61 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.4 Billion0.44% of portfolio