Benchmark Wealth Management, LLC Vanguard Value ETF Transaction History
Benchmark Wealth Management, LLC
- $202 Million
- Q3 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 120,704 shares of VTV stock, worth $21.5 Million. This represents 10.44% of its overall portfolio holdings.
Number of Shares
120,704
Previous 40,558
197.61%
Holding current value
$21.5 Million
Previous $6.51 Million
223.92%
% of portfolio
10.44%
Previous 3.47%
Shares
20 transactions
Others Institutions Holding VTV
# of Institutions
2,213Shares Held
507MCall Options Held
142KPut Options Held
223K-
Bank Of America Corp Charlotte, NC115MShares$20.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$9.07 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.19 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.22 Billion0.5% of portfolio