BFWA
Benchmark Financial Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
13,672
+11,435
| +511% | +$6.5M | 2.57% | 11 |
|
|
2025
Q1 | $1.15M | Buy |
2,237
+478
| +27% | +$246K | 0.43% | 33 |
|
|
2024
Q4 | $948K | Buy |
1,759
+191
| +12% | +$103K | 0.3% | 40 |
|
|
2024
Q3 | $827K | Buy |
1,568
+61
| +4% | +$32.2K | 0.28% | 39 |
|
|
2024
Q2 | $754K | Buy |
1,507
+8
| +0.5% | +$4K | 0.28% | 41 |
|
|
2024
Q1 | $720K | Buy |
1,499
+458
| +44% | +$220K | 0.28% | 38 |
|
|
2023
Q4 | $455K | Buy |
1,041
+7
| +0.7% | +$3.06K | 0.2% | 47 |
|
|
2023
Q3 | $406K | Buy |
1,034
+9
| +0.9% | +$3.53K | 0.19% | 41 |
|
|
2023
Q2 | $418K | Sell |
1,025
-18
| -2% | -$7.33K | 0.19% | 41 |
|
|
2023
Q1 | $392K | Buy |
1,043
+3
| +0.3% | +$1.13K | 0.2% | 40 |
|
|
2022
Q4 | $365K | Buy |
1,040
+16
| +2% | +$5.62K | 0.2% | 44 |
|
|
2022
Q3 | $336K | Sell |
1,024
-155
| -13% | -$50.9K | 0.2% | 49 |
|
|
2022
Q2 | $409K | Buy |
1,179
+495
| +72% | +$172K | 0.21% | 37 |
|
|
2022
Q1 | $284K | Sell |
684
-8
| -1% | -$3.32K | 0.12% | 62 |
|
|
2021
Q4 | $302K | Buy |
692
+4
| +0.6% | +$1.75K | 0.13% | 53 |
|
|
2021
Q3 | $271K | Buy |
688
+13
| +2% | +$5.12K | 0.13% | 53 |
|
|
2021
Q2 | $266K | Buy |
+675
| New | +$266K | 0.13% | 51 |
|
|
2021
Q1 | – | Sell |
-1,056
| Closed | -$363K | – | 74 |
|
|
2020
Q4 | $363K | Sell |
1,056
-25
| -2% | -$8.59K | 0.2% | 41 |
|
|
2020
Q3 | $333K | Buy |
1,081
+5
| +0.5% | +$1.54K | 0.21% | 42 |
|
|
2020
Q2 | $305K | Buy |
1,076
+187
| +21% | +$53K | 0.22% | 37 |
|
|
2020
Q1 | $210K | Buy |
889
+170
| +24% | +$40.2K | 0.21% | 34 |
|
|
2019
Q4 | $213K | Buy |
+719
| New | +$213K | 0.18% | 34 |
|