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 GROUP (VIG). 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 | 32,162 | +191 | +0.6% | 2.93% | $6.6M | $203.03 |
| 2025 Q1 | REDUCED | 31,971 | -1,207 | -3.6% | 3.00% | $6.2M | $191.61 |
| 2024 Q4 | ADDED | 33,178 | +15 | +0.0% | 3.20% | $6.5M | $192.50 |
| 2024 Q3 | REDUCED | 33,163 | -681 | -2.0% | 3.24% | $6.6M | $193.83 |
| 2024 Q2 | UNCHANGED | 33,844 | — | 0% | 3.29% | $6.2M | $177.90 |
| 2024 Q1 | ADDED | 33,844 | +229 | +0.7% | 3.37% | $6.2M | $177.09 |
| 2023 Q4 | REDUCED | 33,615 | -560 | -1.6% | 3.39% | $5.7M | $164.55 |
| 2023 Q3 | REDUCED | 34,175 | -7,592 | -18.2% | 3.39% | $5.3M | $149.23 |
| 2023 Q2 | REDUCED | 41,767 | -6,443 | -13.4% | 4.09% | $6.8M | $155.23 |
| 2023 Q1 | REDUCED | 48,210 | -122 | -0.3% | 4.79% | $7.5M | $146.48 |
As of 2025 Q4 — sorted by position size