Benchmark Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Benchmark Wealth Management, LLC

  • $203 Million
  • Q4 2024

A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 2,818 shares of IVOO stock, worth $312,178. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,818
Previous 2,778 1.44%
Holding current value
$312,178
Previous $293,000 1.37%
% of portfolio
0.15%
Previous 0.15%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 07, 2025
BUY
$104.52 - $115.08 $4,180 - $4,603
40 Added 1.44%
2,818 $297,000
Q3 2024

Oct 18, 2024
SELL
$97.05 - $106.1 $11,646 - $12,732
-120 Reduced 4.14%
2,778 $293,000
Q2 2024

Jul 08, 2024
SELL
$95.6 - $102.96 $8,125 - $8,751
-85 Reduced 2.85%
2,898 $287,000
Q1 2024

Apr 08, 2024
BUY
$90.9 - $103.01 $5,272 - $5,974
58 Added 1.98%
2,983 $307,000
Q4 2023

Jan 19, 2024
SELL
$78.64 - $94.88 $9,830 - $11,860
-125 Reduced 4.1%
2,925 $274,000
Q3 2023

Oct 16, 2023
SELL
$83.66 - $92.16 $17,986 - $19,814
-215 Reduced 6.58%
3,050 $257,000
Q2 2023

Jul 19, 2023
BUY
$81.37 - $88.56 $20,098 - $21,874
247 Added 8.18%
3,265 $289,000
Q1 2023

Apr 17, 2023
BUY
$80.26 - $183.76 $57,305 - $131,204
714 Added 30.99%
3,018 $255,000
Q4 2022

Feb 07, 2023
SELL
$75.71 - $174.3 $6,586 - $15,164
-87 Reduced 3.64%
2,304 $376,000
Q3 2022

Oct 13, 2022
BUY
$74.3 - $89.13 $22,141 - $26,560
298 Added 14.24%
2,391 $355,000
Q2 2022

Jul 11, 2022
SELL
$74.48 - $91.47 $3,649 - $4,482
-49 Reduced 2.29%
2,093 $321,000
Q1 2022

Apr 14, 2022
BUY
$85.0 - $96.56 $3,145 - $3,572
37 Added 1.76%
2,142 $389,000
Q4 2021

Jan 21, 2022
SELL
$89.97 - $98.34 $1,259 - $1,376
-14 Reduced 0.66%
2,105 $403,000
Q3 2021

Oct 12, 2021
SELL
$86.83 - $93.77 $9,464 - $10,220
-109 Reduced 4.89%
2,119 $377,000
Q2 2021

Jul 14, 2021
BUY
$88.32 - $93.52 $18,988 - $20,106
215 Added 10.68%
2,228 $405,000
Q1 2021

Apr 15, 2021
SELL
$76.54 - $90.63 $23,497 - $27,823
-307 Reduced 13.23%
2,013 $355,000
Q4 2020

Jan 12, 2021
SELL
$63.55 - $78.08 $1,207 - $1,483
-19 Reduced 0.81%
2,320 $361,000
Q3 2020

Nov 05, 2020
SELL
$59.03 - $66.5 $9,680 - $10,906
-164 Reduced 6.55%
2,339 $294,000
Q4 2019

Jan 28, 2020
BUY
$62.78 - $69.63 $157,138 - $174,283
2,503 New
2,503 $348,000

Others Institutions Holding IVOO

# of Institutions
267
Shares Held
9.84M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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