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Benchmark Wealth Management, LLC: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on VTV, newest first. How the timeline and the estimate are built.

Benchmark Wealth Management, LLC held 92,968 VTV shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 92,968 shares
    Change vs previous 13F -2,662 shares

    7.3% of the 13F portfolio, value $16,431,108.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 95,630 shares
    Change vs previous 13F -24,012 shares

    7.99% of the 13F portfolio, value $16,519,071.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 119,642 shares
    Change vs previous 13F -1,062 shares

    9.97% of the 13F portfolio, value $20,255,341.

    13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 120,704 shares
    Change vs previous 13F +80,146 shares

    10.41% of the 13F portfolio, value $21,071,332.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 40,558 shares
    Change vs previous 13F +5,922 shares

    3.47% of the 13F portfolio, value $6,505,940.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 34,636 shares
    Change vs previous 13F +2,877 shares

    3.07% of the 13F portfolio, value $5,640,850.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 31,759 shares
    Change vs previous 13F +588 shares

    2.81% of the 13F portfolio, value $4,748,038.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 31,171 shares
    Change vs previous 13F not available

    2.74% of the 13F portfolio, value $4,299,483.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).