Benchmark Wealth Management, LLC Sells in Q1 2025

Benchmark Wealth Management, LLC

  • $206 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-15.1K
- 15.86%
$369.1 - $427.61 $5.58M - $6.47M
80.3K $29.7M
VTV
Vanguard Value ETF

ETFs
-24K
- 20.07%
$167.73 - $179.21 $4.03M - $4.3M
95.6K $16.3M
VB
Vanguard Small Cap ETF

ETFs
-1.95K
- 5.3%
$217.89 - $252.64 $424K - $491K
34.8K $7.71M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.59K
- 2.65%
$126.11 - $135.06 $453K - $485K
132K $16.8M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-2.21K
- 3.31%
$76.17 - $85.05 $168K - $188K
64.5K $4.96M
VO
Vanguard Mid Cap ETF

ETFs
-819
- 3.82%
$251.87 - $277.95 $206K - $228K
20.6K $5.31M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.49K
- 1.24%
$21.23 - $23.75 $52.8K - $59K
197K $4.23M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-11K
- 4.63%
$27.01 - $28.54 $298K - $315K
227K $6.26M
VIG
Vanguard Dividend Appreciation

ETFs
-1.21K
- 3.64%
N/A
32K $5.82M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-102
- 0.18%
$72.01 - $79.94 $7.35K - $8.15K
55.4K $4.08M
VT
Vanguard Total World Stk Index

ETFs
-999
- 10.27%
$115.08 - $123.97 $115K - $124K
8.73K $1.01M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.91K
- 20.62%
$53.6 - $58.97 $103K - $113K
7.37K $400K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.3K
- 14.22%
$80.21 - $86.14 $104K - $112K
7.86K $642K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-762
- 0.78%
$49.25 - $50.66 $37.5K - $38.6K
97.4K $4.82M
PFE
Pfizer Inc

Healthcare
-2.1K
- 12.47%
$25.01 - $27.13 $52.5K - $57K
14.7K $373K
MSFT
Microsoft Corp

Technology
-46
- 4.6%
$375.39 - $447.2 $17.3K - $20.6K
953 $357K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-61
- 2.16%
$96.85 - $111.39 $5.91K - $6.79K
2.76K $271K
RVT
Royce Value Trust, Inc.

Financial Services
-194
- 1.5%
$14.07 - $16.68 $2.73K - $3.24K
12.7K $181K
VOE
Vanguard Mid Cap Value Index F

ETFs
-33
- 1.8%
$156.61 - $168.02 $5.17K - $5.54K
1.8K $285K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.27K
- 4.08%
$25.69 - $26.78 $32.6K - $34K
29.9K $799K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-210
- 0.68%
$77.7 - $78.94 $16.3K - $16.6K
30.5K $2.41M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.11K
- 1.45%
$71.17 - $73.66 $363K - $376K
348K $25.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 1.46%
$442.66 - $534.52 $17.7K - $21.4K
2.7K $1.41M
Activity Summary
Buys All Purchases 27 New Holdings 16 Increased Positions 11 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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