Benchmark Financial Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.86M	Sell	67,676 -1,396	-2%	-$104K	1.35%	20
2025 Q4	$5.01M	Sell	69,072 -760	-1%	-$55.3K	1.44%	20
2025 Q3	$5.13M	Sell	69,832 -772	-1%	-$55.4K	1.54%	19
2025 Q2	$4.94M	Sell	70,604 -1,604	-2%	-$105K	1.63%	16
2025 Q1	$4.67M	Sell	72,208 -35,348	-33%	-$2.37M	1.76%	14
2024 Q4	$7.1M	Buy	107,556 +2,480	+2%	+$168K	2.28%	12
2024 Q3	$6.93M	Sell	105,076 -1,192	-1%	-$74.8K	2.31%	12
2024 Q2	$6.43M	Sell	106,268 -5,140	-5%	-$312K	2.38%	12
2024 Q1	$6.96M	Sell	111,408 -2,436	-2%	-$144K	2.66%	9
2023 Q4	$6.62M	Sell	113,844 -1,972	-2%	-$105K	2.85%	9
2023 Q3	$6.03M	Buy	115,816 +1,248	+1%	+$68.4K	2.83%	9
2023 Q2	$6.31M	Buy	114,568 +1,576	+1%	+$82.6K	2.92%	9
2023 Q1	$5.96M	Sell	112,992 -652	-0.6%	-$34.7K	3.06%	10
2022 Q4	$5.79M	Sell	113,644 -19,912	-15%	-$1.01M	3.15%	11
2022 Q3	$6.28M	Buy	133,556 +1,424	+1%	+$74.4K	3.69%	10
2022 Q2	$6.51M	Sell	132,132 -20,012	-13%	-$1.08M	3.33%	10
2022 Q1	$9.05M	Buy	152,144 +11,832	+8%	+$694K	3.84%	9
2021 Q4	$8.94M	Buy	140,312 +12,688	+10%	+$795K	3.74%	9
2021 Q3	$7.55M	Buy	127,624 +5,800	+5%	+$350K	3.59%	9
2021 Q2	$7.23M	Buy	121,824 +10,996	+10%	+$637K	3.45%	11
2021 Q1	$6.13M	Buy	110,828 +5,068	+5%	+$275K	3.35%	11
2020 Q4	$5.47M	Buy	105,760 +5,408	+5%	+$262K	3.01%	12
2020 Q3	$4.42M	Buy	100,352 +4,492	+5%	+$196K	2.85%	13
2020 Q2	$3.93M	Buy	+95,860	New	+$3.67M	2.89%	10