Benchmark Wealth Management, LLC VTV Holdings History
Benchmark Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 95,630.00 shares of Vanguard Value ETF(VTV), totaling $16.52 Mil. This investment constitutes 7.99% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 11 purchases of VTV, at an average price of $150.15, for a total of 130,029.00 shares. In addition, there have been 10 sales at an average price of $160.25 for 34,399.00 shares. Based on historical transaction data and VTV's current price of $178.11, Benchmark Wealth Management, LLC's estimated gain on his VTV holdings is $3.02 Mil, reflecting a 15.47% gain to date.
Benchmark Wealth Management, LLC VTV ($178.11) Holding Chart
Benchmark Wealth Management, LLC VTV ($178.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
