Benchmark Financial Wealth Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Sell |
17,651
-401
| -2% | -$112K | 1.63% | 16 |
|
|
2025
Q1 | $4.67M | Sell |
18,052
-8,837
| -33% | -$2.29M | 1.76% | 14 |
|
|
2024
Q4 | $7.1M | Buy |
26,889
+620
| +2% | +$164K | 2.28% | 12 |
|
|
2024
Q3 | $6.93M | Sell |
26,269
-298
| -1% | -$78.6K | 2.31% | 12 |
|
|
2024
Q2 | $6.43M | Sell |
26,567
-1,285
| -5% | -$311K | 2.38% | 12 |
|
|
2024
Q1 | $6.96M | Sell |
27,852
-609
| -2% | -$152K | 2.66% | 9 |
|
|
2023
Q4 | $6.62M | Sell |
28,461
-493
| -2% | -$115K | 2.85% | 9 |
|
|
2023
Q3 | $6.03M | Buy |
28,954
+312
| +1% | +$65K | 2.83% | 9 |
|
|
2023
Q2 | $6.31M | Buy |
28,642
+394
| +1% | +$86.7K | 2.92% | 9 |
|
|
2023
Q1 | $5.96M | Sell |
28,248
-163
| -0.6% | -$34.4K | 3.06% | 10 |
|
|
2022
Q4 | $5.79M | Sell |
28,411
-4,978
| -15% | -$1.01M | 3.15% | 11 |
|
|
2022
Q3 | $6.28M | Buy |
33,389
+356
| +1% | +$66.9K | 3.69% | 10 |
|
|
2022
Q2 | $6.51M | Sell |
33,033
-5,003
| -13% | -$986K | 3.33% | 10 |
|
|
2022
Q1 | $9.05M | Buy |
38,036
+2,958
| +8% | +$704K | 3.84% | 9 |
|
|
2021
Q4 | $8.94M | Buy |
35,078
+3,172
| +10% | +$808K | 3.74% | 9 |
|
|
2021
Q3 | $7.55M | Buy |
31,906
+1,450
| +5% | +$343K | 3.59% | 9 |
|
|
2021
Q2 | $7.23M | Buy |
30,456
+2,749
| +10% | +$652K | 3.45% | 11 |
|
|
2021
Q1 | $6.13M | Buy |
27,707
+1,267
| +5% | +$280K | 3.35% | 11 |
|
|
2020
Q4 | $5.47M | Buy |
26,440
+1,352
| +5% | +$280K | 3.01% | 12 |
|
|
2020
Q3 | $4.42M | Buy |
25,088
+1,123
| +5% | +$198K | 2.85% | 13 |
|
|
2020
Q2 | $3.93M | Buy |
+23,965
| New | +$3.93M | 2.89% | 10 |
|