Benchmark Wealth Management, LLC Buys Vanguard FTSE All-World ex-US ETF, Vanguard Short-Term Government Bond ETF, Sells iShares U.S. Preferred Stock

Oct 12, 2021

Investment company Benchmark Wealth Management, LLC (Current Portfolio) buys Vanguard FTSE All-World ex-US ETF, Vanguard Short-Term Government Bond ETF, sells iShares U.S. Preferred Stock during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Benchmark Wealth Management, LLC. As of 2021Q3, Benchmark Wealth Management, LLC owns 45 stocks with a total value of $142 million. These are the details of the buys and sells.

Added Positions: VYM, VCSH, VEU, VGSH, VEA, VO, VTWO,
Reduced Positions: MINT, BND, SCHD, VIG, VONG, UNH, RVT, SDY, VTIP, IJK, JNJ, IVOO, VONV,
Sold Out: PFF,

For the details of Benchmark Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/benchmark+wealth+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Benchmark Wealth Management, LLC

Vanguard Growth ETF (VUG) - 92,271 shares, 18.82% of the total portfolio. Shares added by 0.08%
Vanguard High Dividend Yield Indx ETF (VYM) - 231,692 shares, 16.83% of the total portfolio. Shares added by 6.59%
Vanguard Total Bond Market ETF (BND) - 223,773 shares, 13.44% of the total portfolio. Shares reduced by 2.59%
PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 153,355 shares, 10.99% of the total portfolio. Shares reduced by 11.38%
Vanguard Small Cap ETF (VB) - 33,593 shares, 5.16% of the total portfolio. Shares reduced by 0.59%

Added: Vanguard FTSE All-World ex-US ETF (VEU)

Benchmark Wealth Management, LLC added to a holding in Vanguard FTSE All-World ex-US ETF by 71.66%. The purchase prices were between $60.96 and $64.22, with an estimated average price of $62.6. The stock is now traded at around $61.010000. The impact to a portfolio due to this purchase was 0.17%. The holding were 9,230 shares as of 2021-09-30.

Added: Vanguard Short-Term Government Bond ETF (VGSH)

Benchmark Wealth Management, LLC added to a holding in Vanguard Short-Term Government Bond ETF by 85.01%. The purchase prices were between $61.35 and $61.51, with an estimated average price of $61.44. The stock is now traded at around $61.330000. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,073 shares as of 2021-09-30.

Sold Out: iShares U.S. Preferred Stock (PFF)

Benchmark Wealth Management, LLC sold out a holding in iShares U.S. Preferred Stock. The sale prices were between $38.38 and $39.33, with an estimated average price of $38.93.

Here is the complete portfolio of Benchmark Wealth Management, LLC. Also check out:

1. Benchmark Wealth Management, LLC's Undervalued Stocks
2. Benchmark Wealth Management, LLC's Top Growth Companies, and
3. Benchmark Wealth Management, LLC's High Yield stocks
4. Stocks that Benchmark Wealth Management, LLC keeps buying

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