Benchmark Financial Wealth Advisors, LLC VTI Holdings History
Benchmark Financial Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 93,044.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $25.57 Mil. This investment constitutes 9.65% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2018Q3. And since then Benchmark Financial Wealth Advisors, LLC has made 10 purchases of VTI, at an average price of $150.19, for a total of 204,693.00 shares. In addition, there have been 16 sales at an average price of $208.15 for 111,649.00 shares. Based on historical transaction data and VTI's current price of $309.09, Benchmark Financial Wealth Advisors, LLC's estimated gain on his VTI holdings is $21.26 Mil, reflecting a 69.15% gain to date.
Benchmark Financial Wealth Advisors, LLC VTI ($309.09) Holding Chart
Benchmark Financial Wealth Advisors, LLC VTI ($309.09) 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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