Benchmark Wealth Management, LLC Vanguard World Fd Esg U.S. Sto Transaction History

Benchmark Wealth Management, LLC

$203 Million
Q4 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard World Fd Esg U.S. Sto stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 6,568 shares of ESGV stock, worth $706,651. This represents 0.34% of its overall portfolio holdings.

Number of Shares

6,568

Previous 6,907 4.91%

Holding current value

$706,651

Previous $702,000 1.99%

% of portfolio

0.34%

Previous 0.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$100.18 - $109.1 $33,961 - $36,984	-339 Reduced 4.91%	6,568 $688,000
Q3 2024 Oct 18, 2024	BUY	$91.37 - $101.65 $6,304 - $7,013	69 Added 1.01%	6,907 $702,000
Q2 2024 Jul 08, 2024	SELL	$87.24 - $97.37 $41,002 - $45,763	-470 Reduced 6.43%	6,838 $660,000
Q4 2023 Jan 19, 2024	SELL	$71.95 - $85.41 $16,476 - $19,558	-229 Reduced 3.04%	7,308 $621,000
Q3 2023 Oct 16, 2023	SELL	$74.65 - $81.1 $23,440 - $25,465	-314 Reduced 4.0%	7,537 $566,000
Q2 2023 Jul 19, 2023	SELL	$70.39 - $78.35 $354,202 - $394,257	-5,032 Reduced 39.06%	7,851 $615,000
Q1 2023 Apr 17, 2023	BUY	$65.27 - $73.55 $331,571 - $373,634	5,080 Added 65.1%	12,883 $923,000
Q4 2022 Feb 07, 2023	BUY	$62.41 - $70.74 $486,985 - $551,984	7,803 New	7,803 $513,000

Others Institutions Holding ESGV

# of Institutions

594

Shares Held

27.5M

Call Options Held

700

Put Options Held

View Full List

About VANGUARD WORLD FD ESG U.S. STO

Ticker ESGV
Sector ETFs
Industry ETFs

More about ESGV

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 World Fd Esg U.S. Sto Transaction History