Benchmark Financial Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.82M	Sell	11,413 -325	-3%	-$203K	1.89%	17
2025 Q4	$7.36M	Buy	11,738 +99	+0.9%	+$61.5K	2.11%	15
2025 Q3	$7.13M	Sell	11,639 -2,033	-15%	-$1.2M	2.14%	14
2025 Q2	$7.77M	Buy	13,672 +11,435	+511%	+$6.01M	2.57%	11
2025 Q1	$1.15M	Buy	2,237 +478	+27%	+$258K	0.43%	33
2024 Q4	$948K	Buy	1,759 +191	+12%	+$103K	0.3%	40
2024 Q3	$827K	Buy	1,568 +61	+4%	+$31K	0.28%	39
2024 Q2	$754K	Buy	1,507 +8	+0.5%	+$3.85K	0.28%	41
2024 Q1	$720K	Buy	1,499 +458	+44%	+$210K	0.28%	38
2023 Q4	$455K	Buy	1,041 +7	+0.7%	+$2.87K	0.2%	47
2023 Q3	$406K	Buy	1,034 +9	+0.9%	+$3.68K	0.19%	41
2023 Q2	$418K	Sell	1,025 -18	-2%	-$6.94K	0.19%	41
2023 Q1	$392K	Buy	1,043 +3	+0.3%	+$1.1K	0.2%	40
2022 Q4	$365K	Buy	1,040 +16	+2%	+$5.65K	0.2%	44
2022 Q3	$336K	Sell	1,024 -155	-13%	-$56.6K	0.2%	49
2022 Q2	$409K	Buy	1,179 +495	+72%	+$186K	0.21%	37
2022 Q1	$284K	Sell	684 -8	-1%	-$3.27K	0.12%	62
2021 Q4	$302K	Buy	692 +4	+0.6%	+$1.69K	0.13%	53
2021 Q3	$271K	Buy	688 +13	+2%	+$5.27K	0.13%	53
2021 Q2	$266K	Buy	+675	New	+$259K	0.13%	51
2021 Q1	–	Sell	-1,056	Closed	-$363K	–	74
2020 Q4	$363K	Sell	1,056 -25	-2%	-$8.15K	0.2%	41
2020 Q3	$333K	Buy	1,081 +5	+0.5%	+$1.52K	0.21%	42
2020 Q2	$305K	Buy	1,076 +187	+21%	+$50.3K	0.22%	37
2020 Q1	$210K	Buy	889 +170	+24%	+$47.6K	0.21%	34
2019 Q4	$213K	Buy	+719	New	+$203K	0.18%	34