Benchmark Wealth Management LLC cut its position in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Get Rating) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 84,468 shares of the company’s stock after selling 891 shares during the quarter. iShares Morningstar Mid-Cap […]
Benchmark Wealth Management LLC bought a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 2,715 shares of the company’s stock, valued at approximately $519,000. Vanguard Total Stock Market ETF makes up […]
Benchmark Wealth Management LLC lowered its stake in iShares Morningstar U.S. Equity ETF (NYSEARCA:ILCB – Get Rating) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 83,063 shares of the company’s stock after selling 393 shares during the quarter. iShares Morningstar […]
Benchmark Wealth Management LLC raised its position in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 32,836 shares of the company’s stock after buying an additional 551 shares during the period. […]
Benchmark Wealth Management LLC trimmed its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Get Rating) by 0.9% in the 4th quarter, Holdings Channel reports. The fund owned 37,591 shares of the company’s stock after selling 355 shares during the quarter. Vanguard Small-Cap ETF accounts for about 5.0% of Benchmark Wealth Management LLC’s investment portfolio, making […]