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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.13M | Sell |
|
|||||
|
2025
Q2 | $4.94M | Sell |
|
|||||
|
2025
Q1 | $4.67M | Sell |
|
|||||
|
2024
Q4 | $7.1M | Buy |
|
|||||
|
2024
Q3 | $6.93M | Sell |
|
|||||
|
2024
Q2 | $6.43M | Sell |
|
|||||
|
2024
Q1 | $6.96M | Sell |
|
|||||
|
2023
Q4 | $6.62M | Sell |
|
|||||
|
2023
Q3 | $6.03M | Buy |
|
|||||
|
2023
Q2 | $6.31M | Buy |
|
|||||
|
2023
Q1 | $5.96M | Sell |
|
|||||
|
2022
Q4 | $5.79M | Sell |
|
|||||
|
2022
Q3 | $6.28M | Buy |
|
|||||
|
2022
Q2 | $6.51M | Sell |
|
|||||
|
2022
Q1 | $9.05M | Buy |
|
|||||
|
2021
Q4 | $8.94M | Buy |
|
|||||
|
2021
Q3 | $7.55M | Buy |
|
|||||
|
2021
Q2 | $7.23M | Buy |
|
|||||
|
2021
Q1 | $6.13M | Buy |
|
|||||
|
2020
Q4 | $5.47M | Buy |
|
|||||
|
2020
Q3 | $4.42M | Buy |
|
|||||
|
2020
Q2 | $3.93M | Buy |
|