Benchmark Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Benchmark Wealth Management, LLC

$202 Million
Q3 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 136,886 shares of VYM stock, worth $18 Million. This represents 8.69% of its overall portfolio holdings.

Number of Shares

136,886

Previous 242,905 43.65%

Holding current value

$18 Million

Previous $28.8 Million 39.09%

% of portfolio

8.69%

Previous 15.35%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$117.9 - $128.2 $12.5 Million - $13.6 Million	-106,019 Reduced 43.65%	136,886 $17.5 Million
Q2 2024 Jul 08, 2024	SELL	$114.71 - $121.51 $948,192 - $1 Million	-8,266 Reduced 3.29%	242,905 $28.8 Million
Q1 2024 Apr 08, 2024	SELL	$109.98 - $120.99 $52,570 - $57,833	-478 Reduced 0.19%	251,171 $30.4 Million
Q4 2023 Jan 19, 2024	SELL	$98.71 - $111.84 $940,015 - $1.07 Million	-9,523 Reduced 3.65%	251,649 $28.1 Million
Q3 2023 Oct 16, 2023	SELL	$103.32 - $110.34 $83,585 - $89,265	-809 Reduced 0.31%	261,172 $27 Million
Q2 2023 Jul 19, 2023	BUY	$101.36 - $107.68 $1.37 Million - $1.45 Million	13,512 Added 5.44%	261,981 $27.8 Million
Q1 2023 Apr 17, 2023	SELL	$100.82 - $111.44 $2.16 Million - $2.39 Million	-21,425 Reduced 7.94%	248,469 $26.2 Million
Q4 2022 Feb 07, 2023	BUY	$96.14 - $113.15 $739,797 - $870,689	7,695 Added 2.93%	269,894 $29.2 Million
Q3 2022 Oct 13, 2022	BUY	$94.88 - $110.28 $528,102 - $613,818	5,566 Added 2.17%	262,199 $24.9 Million
Q2 2022 Jul 11, 2022	BUY	$99.2 - $114.57 $934,166 - $1.08 Million	9,417 Added 3.81%	256,633 $26.1 Million
Q1 2022 Apr 14, 2022	BUY	$107.24 - $115.01 $628,855 - $674,418	5,864 Added 2.43%	247,216 $27.8 Million
Q4 2021 Jan 21, 2022	BUY	$104.33 - $112.16 $1.01 Million - $1.08 Million	9,660 Added 4.17%	241,352 $27.1 Million
Q3 2021 Oct 12, 2021	BUY	$102.3 - $108.36 $1.47 Million - $1.55 Million	14,323 Added 6.59%	231,692 $23.9 Million
Q2 2021 Jul 14, 2021	BUY	$101.6 - $107.95 $280,822 - $298,373	2,764 Added 1.29%	217,369 $22.8 Million
Q1 2021 Apr 15, 2021	BUY	$90.4 - $101.83 $1.54 Million - $1.73 Million	17,002 Added 8.6%	214,605 $21.7 Million
Q4 2020 Jan 12, 2021	BUY	$78.88 - $92.1 $1.85 Million - $2.16 Million	23,489 Added 13.49%	197,603 $18.1 Million
Q3 2020 Nov 05, 2020	BUY	$77.57 - $85.18 $1.26 Million - $1.39 Million	16,301 Added 10.33%	174,114 $14.1 Million
Q2 2020 Jul 09, 2020	BUY	$67.79 - $86.78 $114,022 - $145,963	1,682 Added 1.08%	157,813 $12.4 Million
Q1 2020 Apr 22, 2020	SELL	$60.97 - $94.78 $1.31 Million - $2.04 Million	-21,474 Reduced 12.09%	156,131 $11 Million
Q4 2019 Jan 28, 2020	BUY	$85.84 - $94.47 $15.2 Million - $16.8 Million	177,605 New	177,605 $16.6 Million

Others Institutions Holding VYM

# of Institutions

1,736

Shares Held

174M

Call Options Held

1.59M

Put Options Held

278K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Wealth Management, LLC with notifications on news.

Account

Benchmark Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History