Benchmark Wealth Management, LLC Vanguard Growth ETF Transaction History
Benchmark Wealth Management, LLC
- $206 Million
- Q1 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 80,267 shares of VUG stock, worth $29.7 Million. This represents 14.47% of its overall portfolio holdings.
Number of Shares
80,267
Previous 95,393
15.86%
Holding current value
$29.7 Million
Previous $39.2 Million
24.06%
% of portfolio
14.47%
Previous 19.32%
Shares
22 transactions
Others Institutions Holding VUG
# of Institutions
2,681Shares Held
263MCall Options Held
203KPut Options Held
275K-
Bank Of America Corp Charlotte, NC43.4MShares$16.1 Billion1.53% of portfolio
-
Jones Financial Companies Lllp28.6MShares$10.6 Billion11.19% of portfolio
-
Morgan Stanley New York, NY13.9MShares$5.16 Billion0.41% of portfolio
-
Envestnet Asset Management Inc8.2MShares$3.04 Billion1.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA7.6MShares$2.81 Billion6.58% of portfolio