Benchmark Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 21,465 shares of VO stock, worth $5.95 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
21,465
Previous 21,416
0.23%
Holding current value
$5.95 Million
Previous $5.65 Million
0.34%
% of portfolio
2.8%
Previous 2.8%
Shares
19 transactions
Others Institutions Holding VO
# of Institutions
2,120Shares Held
174MCall Options Held
57KPut Options Held
93.7K-
Wells Fargo & Company San Francisco, CA22.3MShares$6.18 Billion1.35% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$4.46 Billion0.36% of portfolio
-
Jones Financial Companies Lllp14.5MShares$4.01 Billion3.92% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.27 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.37MShares$2.04 Billion0.14% of portfolio