Benchmark Wealth Management, LLC Purchases in Q4 2024

Benchmark Wealth Management, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.35K
+ 46.76%
$100.22 - $100.73 $937K - $942K
29.3K $2.94M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
139K
+ 226.55%
$22.01 - $66.82 $3.05M - $9.26M
200K $4.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 0.12%
$521.84 - $558.82 $23.5K - $25.1K
37.9K $20.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
36.4K
+ 232.67%
$27.54 - $83.04 $1M - $3.02M
52.1K $1.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.69K
+ 22.64%
$96.64 - $101.23 $163K - $171K
9.14K $885K
ILCB
Ishares Morningstar U.S. Equit

ETFs
12
+ 0.02%
$78.43 - $84.56 $941 - $1.01K
66.7K $5.41M
VTI
Vanguard Total Stock Market Et

ETFs
169
+ 3.84%
$280.04 - $302.45 $47.3K - $51.1K
4.58K $1.33M
VO
Vanguard Mid Cap ETF

ETFs
49
+ 0.23%
$261.5 - $284.63 $12.8K - $13.9K
21.5K $5.67M
BNDX
Vanguard Total International B

ETFs
516
+ 3.31%
$48.91 - $50.61 $25.2K - $26.1K
16.1K $790K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
40
+ 1.44%
$104.52 - $115.08 $4.18K - $4.6K
2.82K $297K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
317
+ 8.4%
$56.61 - $61.63 $17.9K - $19.5K
4.09K $231K
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.27%
$197.36 - $217.3 $987 - $1.09K
1.83K $363K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
384
+ 2.94%
$25.25 - $26.34 $9.7K - $10.1K
13.4K $340K
VONV
Vanguard Russell 1000 Value Et

ETFs
186
+ 2.07%
$80.87 - $87.69 $15K - $16.3K
9.16K $744K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
448
+ 4.01%
$46.33 - $48.6 $20.8K - $21.8K
11.6K $539K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
194
+ 0.63%
$77.86 - $79.27 $15.1K - $15.4K
30.8K $2.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.4K
+ 97.94%
$25.74 - $53.78 $396K - $828K
31.1K $803K
CAT
Caterpillar Inc

Industrials
1
+ 0.06%
$360.37 - $416.88 $360 - $417
1.79K $647K
VEA
Vanguard Ftse Developed Market

ETFs
5
+ 0.05%
$47.57 - $52.44 $238 - $262
10.8K $514K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
159K
+ 200.25%
$26.93 - $84.95 $4.28M - $13.5M
238K $6.5M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.14K
+ 4.94%
$57.29 - $63.1 $352K - $388K
130K $7.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.12K
+ 2.06%
$71.75 - $75.11 $511K - $535K
353K $25.4M
Activity Summary
Buys All Purchases 23 New Holdings 0 Increased Positions 23 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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