Ownership history in Benchmark Wealth Management, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 30,761 | +217 | +0.7% | 1.09% | $2.4M | $76.93 |
| 2025 Q1 | REDUCED | 30,544 | -210 | -0.7% | 1.17% | $2.4M | $75.55 |
| 2024 Q4 | ADDED | 30,754 | +194 | +0.6% | 1.18% | $2.4M | $74.15 |
| 2024 Q3 | ADDED | 30,560 | +192 | +0.6% | 1.20% | $2.4M | $74.45 |
| 2024 Q2 | ADDED | 30,368 | +186 | +0.6% | 1.25% | $2.3M | $71.72 |
| 2024 Q1 | ADDED | 30,182 | +112 | +0.4% | 1.27% | $2.3M | $71.04 |
| 2023 Q4 | REDUCED | 30,070 | -3,633 | -10.8% | 1.38% | $2.3M | $70.67 |
| 2023 Q3 | REDUCED | 33,703 | -8,410 | -20.0% | 1.62% | $2.5M | $67.84 |
| 2023 Q2 | REDUCED | 42,113 | -204 | -0.5% | 1.92% | $3.2M | $67.77 |
| 2023 Q1 | ADDED | 42,317 | +4,024 | +10.5% | 2.06% | $3.2M | $67.77 |
As of 2025 Q4 — sorted by position size