BFWA
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Benchmark Financial Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$482K Sell
2,033
-149
-7% -$35.3K 0.16% 65
2025
Q1 		$484K Buy
2,182
+727
+50% +$161K 0.18% 60
2024
Q4 		$350K Buy
1,455
+543
+60% +$131K 0.11% 71
2024
Q3 		$216K Buy
+912
New +$216K 0.07% 92