Benchmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 9,727 shares of VT stock, worth $1.14 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
9,727
Previous 9,788
0.62%
Holding current value
$1.14 Million
Previous $1.17 Million
2.48%
% of portfolio
0.56%
Previous 0.58%
Shares
16 transactions
Others Institutions Holding VT
# of Institutions
1,089Shares Held
99.9MCall Options Held
158KPut Options Held
69.5K-
Texas Treasury Safekeeping Trust CO Austin, TX13.2MShares$1.55 Billion51.6% of portfolio
-
Cambridge Associates LLC Boston, MA4.61MShares$541 Million17.33% of portfolio
-
Morgan Stanley New York, NY4.47MShares$525 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.1MShares$364 Million0.03% of portfolio
-
Rockefeller Capital Management L.P. New York, NY2.42MShares$285 Million0.79% of portfolio