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Benchmark Wealth Management, LLC: VYM position timeline

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

Benchmark Wealth Management, LLC held 128,380 VYM 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 128,380 shares
    Change vs previous 13F -3,719 shares

    7.61% of the 13F portfolio, value $17,114,280.

    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 132,099 shares
    Change vs previous 13F -3,593 shares

    8.24% of the 13F portfolio, value $17,035,467.

    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 135,692 shares
    Change vs previous 13F -1,194 shares

    8.52% of the 13F portfolio, value $17,312,909.

    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 136,886 shares
    Change vs previous 13F -106,019 shares

    8.67% of the 13F portfolio, value $17,548,763.

    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 242,905 shares
    Change vs previous 13F -8,266 shares

    15.35% of the 13F portfolio, value $28,808,575.

    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 251,171 shares
    Change vs previous 13F -478 shares

    16.56% of the 13F portfolio, value $30,389,125.

    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 251,649 shares
    Change vs previous 13F -9,523 shares

    16.61% of the 13F portfolio, value $28,091,617.

    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 261,172 shares
    Change vs previous 13F not available

    17.23% of the 13F portfolio, value $26,984,272.

    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).