Benchmark Wealth Management, LLC VB Holdings History
Benchmark Wealth Management, LLC's Vanguard Small Cap ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 34,787.00 shares of Vanguard Small Cap ETF(VB), totaling $7.71 Mil. This investment constitutes 3.73% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap ETF(VB) stock.
The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 8 purchases of VB, at an average price of $166.63, for a total of 44,802.00 shares. In addition, there have been 13 sales at an average price of $194.01 for 10,015.00 shares. Based on historical transaction data and VB's current price of $243.21, Benchmark Wealth Management, LLC's estimated gain on his VB holdings is $2.94 Mil, reflecting a 39.36% gain to date.
Benchmark Wealth Management, LLC VB ($243.21) Holding Chart
Benchmark Wealth Management, LLC VB ($243.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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