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 $1.15 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

9,727

Previous 9,788 0.62%

Holding current value

$1.15 Million

Previous $1.17 Million 2.48%

% of portfolio

0.56%

Previous 0.58%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 07, 2025	SELL	$117.09 - $123.07 $7,142 - $7,507	-61 Reduced 0.62%	9,727 $1.14 Million
Q3 2024 Oct 18, 2024	BUY	$107.72 - $119.96 $107 - $119	1 Added 0.01%	9,788 $1.17 Million
Q2 2024 Jul 08, 2024	BUY	$104.94 - $113.51 $10,703 - $11,578	102 Added 1.05%	9,787 $1.1 Million
Q1 2024 Apr 08, 2024	BUY	$100.68 - $110.5 $3,825 - $4,199	38 Added 0.39%	9,685 $1.07 Million
Q4 2023 Jan 19, 2024	SELL	$88.97 - $103.1 $252,763 - $292,907	-2,841 Reduced 22.75%	9,647 $992,000
Q3 2023 Oct 16, 2023	BUY	$92.79 - $100.59 $565,555 - $613,096	6,095 Added 95.34%	12,488 $1.16 Million
Q2 2023 Jul 19, 2023	BUY	$91.33 - $98.06 $67,492 - $72,466	739 Added 13.07%	6,393 $619,000
Q1 2023 Apr 17, 2023	BUY	$86.24 - $94.55 $25,268 - $27,703	293 Added 5.47%	5,654 $520,000
Q4 2022 Feb 07, 2023	SELL	$78.67 - $91.07 $52,866 - $61,199	-672 Reduced 11.14%	5,361 $462,000
Q3 2022 Oct 13, 2022	SELL	$78.88 - $94.48 $14,198 - $17,006	-180 Reduced 2.9%	6,033 $476,000
Q2 2022 Jul 11, 2022	SELL	$83.88 - $102.77 $54,522 - $66,800	-650 Reduced 9.47%	6,213 $530,000
Q1 2022 Apr 14, 2022	SELL	$93.8 - $108.09 $505,019 - $581,956	-5,384 Reduced 43.96%	6,863 $695,000
Q4 2021 Jan 21, 2022	BUY	$101.45 - $109.23 $1.03 Million - $1.11 Million	10,163 Added 487.67%	12,247 $1.32 Million
Q2 2021 Jul 14, 2021	BUY	$98.57 - $104.51 $205,419 - $217,798	2,084 New	2,084 $216,000
Q1 2020 Apr 22, 2020	SELL	$54.48 - $83.17 $712,707 - $1.09 Million	-13,082 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$72.8 - $81.27 $952,369 - $1.06 Million	13,082 New	13,082 $1.06 Million

Others Institutions Holding VT

# of Institutions

1,089

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Benchmark Wealth Management, LLC Vanguard Total World Stk Index Transaction History