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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.13M | Sell |
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|
2025
Q2 | $7.77M | Buy |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $948K | Buy |
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|
2024
Q3 | $827K | Buy |
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|
2024
Q2 | $754K | Buy |
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|
2024
Q1 | $720K | Buy |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $418K | Sell |
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|
2023
Q1 | $392K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $333K | Buy |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2019
Q4 | $213K | Buy |
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