BFWA
Benchmark Financial Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
52,065
+150
| +0.3% | +$10.1K | 1.16% | 24 |
|
|
2025
Q1 | $3.15M | Sell |
51,915
-5,187
| -9% | -$315K | 1.19% | 23 |
|
|
2024
Q4 | $3.28M | Buy |
57,102
+1,434
| +3% | +$82.3K | 1.05% | 21 |
|
|
2024
Q3 | $3.51M | Sell |
55,668
-4,496
| -7% | -$283K | 1.17% | 20 |
|
|
2024
Q2 | $3.53M | Sell |
60,164
-8,351
| -12% | -$490K | 1.31% | 20 |
|
|
2024
Q1 | $4.02M | Sell |
68,515
-607
| -0.9% | -$35.6K | 1.54% | 18 |
|
|
2023
Q4 | $3.88M | Sell |
69,122
-3,339
| -5% | -$187K | 1.67% | 17 |
|
|
2023
Q3 | $3.76M | Sell |
72,461
-462
| -0.6% | -$24K | 1.77% | 13 |
|
|
2023
Q2 | $3.97M | Sell |
72,923
-582
| -0.8% | -$31.7K | 1.84% | 14 |
|
|
2023
Q1 | $3.93M | Sell |
73,505
-97,053
| -57% | -$5.19M | 2.02% | 14 |
|
|
2022
Q4 | $8.55M | Buy |
170,558
+6,827
| +4% | +$342K | 4.65% | 8 |
|
|
2022
Q3 | $7.26M | Sell |
163,731
-14,729
| -8% | -$653K | 4.27% | 7 |
|
|
2022
Q2 | $8.92M | Sell |
178,460
-3,746
| -2% | -$187K | 4.57% | 7 |
|
|
2022
Q1 | $10.5M | Sell |
182,206
-4,250
| -2% | -$245K | 4.46% | 8 |
|
|
2021
Q4 | $11.4M | Buy |
186,456
+4,226
| +2% | +$259K | 4.78% | 8 |
|
|
2021
Q3 | $11.1M | Sell |
182,230
-2,619
| -1% | -$160K | 5.28% | 6 |
|
|
2021
Q2 | $11.7M | Sell |
184,849
-225
| -0.1% | -$14.3K | 5.59% | 6 |
|
|
2021
Q1 | $11.2M | Sell |
185,074
-6,871
| -4% | -$417K | 6.13% | 5 |
|
|
2020
Q4 | $11.2M | Sell |
191,945
-3,632
| -2% | -$212K | 6.16% | 4 |
|
|
2020
Q3 | $9.87M | Sell |
195,577
-4,590
| -2% | -$232K | 6.36% | 4 |
|
|
2020
Q2 | $9.53M | Sell |
200,167
-211,995
| -51% | -$10.1M | 7.01% | 4 |
|
|
2020
Q1 | $16.9M | Sell |
412,162
-16,262
| -4% | -$667K | 17.02% | 2 |
|
|
2019
Q4 | $23M | Buy |
428,424
+7,327
| +2% | +$394K | 19.06% | 2 |
|
|
2019
Q3 | $21M | Sell |
421,097
-20,465
| -5% | -$1.02M | 20.6% | 2 |
|
|
2019
Q2 | $22.5M | Buy |
441,562
+4,341
| +1% | +$221K | 21.97% | 2 |
|
|
2019
Q1 | $21.9M | Buy |
437,221
+13,236
| +3% | +$664K | 22.9% | 2 |
|
|
2018
Q4 | $19.3M | Sell |
423,985
-6,013
| -1% | -$274K | 23.96% | 2 |
|
|
2018
Q3 | $22.4M | Buy |
+429,998
| New | +$22.4M | 27.82% | 2 |
|