Benchmark Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History
Benchmark Wealth Management, LLC
- $202 Million
- Q3 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 37,806 shares of VOO stock, worth $20.9 Million. This represents 9.88% of its overall portfolio holdings.
Number of Shares
37,806
Previous 36,421
3.8%
Holding current value
$20.9 Million
Previous $18.2 Million
9.52%
% of portfolio
9.88%
Previous 9.71%
Shares
8 transactions
Others Institutions Holding VOO
# of Institutions
3,155Shares Held
395MCall Options Held
2.09MPut Options Held
2.68M-
Vanguard Group Inc Valley Forge, PA30MShares$16.6 Billion0.29% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$13.2 Billion1.04% of portfolio
-
Bank Of America Corp Charlotte, NC23.4MShares$12.9 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.9 Billion7.64% of portfolio
-
Morgan Stanley New York, NY22MShares$12.2 Billion0.86% of portfolio