Benchmark Wealth Management, LLC VUG Holdings History
Benchmark Wealth Management, LLC's Vanguard Growth ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 80,267.00 shares of Vanguard Growth ETF(VUG), totaling $29.76 Mil. This investment constitutes 14.4% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Growth ETF(VUG) stock.
The initial trade took place in 2019Q4. And since then Benchmark Wealth Management, LLC has made 10 purchases of VUG, at an average price of $190.54, for a total of 128,409.00 shares. In addition, there have been 11 sales at an average price of $313.81 for 48,142.00 shares. Based on historical transaction data and VUG's current price of $439.60, Benchmark Wealth Management, LLC's estimated gain on his VUG holdings is $25.93 Mil, reflecting a 105.96% gain to date.
Benchmark Wealth Management, LLC VUG ($439.60) Holding Chart
Benchmark Wealth Management, LLC VUG ($439.60) 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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