BFWA
Benchmark Financial Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.7M | Sell |
91,117
-1,927
| -2% | -$586K | 9.16% | 2 |
|
|
2025
Q1 | $25.6M | Sell |
93,044
-21,136
| -19% | -$5.81M | 9.65% | 2 |
|
|
2024
Q4 | $33.1M | Sell |
114,180
-3,461
| -3% | -$1M | 10.6% | 2 |
|
|
2024
Q3 | $33.3M | Sell |
117,641
-1,841
| -2% | -$521K | 11.11% | 2 |
|
|
2024
Q2 | $32M | Sell |
119,482
-6,281
| -5% | -$1.68M | 11.84% | 2 |
|
|
2024
Q1 | $32.7M | Sell |
125,763
-1,382
| -1% | -$359K | 12.49% | 1 |
|
|
2023
Q4 | $30.2M | Sell |
127,145
-328
| -0.3% | -$77.8K | 13% | 1 |
|
|
2023
Q3 | $27.1M | Buy |
127,473
+1,010
| +0.8% | +$215K | 12.73% | 1 |
|
|
2023
Q2 | $27.9M | Buy |
126,463
+3,107
| +3% | +$684K | 12.91% | 1 |
|
|
2023
Q1 | $25.2M | Sell |
123,356
-8,483
| -6% | -$1.73M | 12.94% | 1 |
|
|
2022
Q4 | $25.2M | Sell |
131,839
-3,001
| -2% | -$574K | 13.71% | 1 |
|
|
2022
Q3 | $24.2M | Buy |
134,840
+6,382
| +5% | +$1.15M | 14.24% | 1 |
|
|
2022
Q2 | $24.2M | Sell |
128,458
-4,068
| -3% | -$767K | 12.42% | 1 |
|
|
2022
Q1 | $30.2M | Buy |
132,526
+1,570
| +1% | +$357K | 12.82% | 1 |
|
|
2021
Q4 | $31.6M | Sell |
130,956
-2,927
| -2% | -$707K | 13.21% | 1 |
|
|
2021
Q3 | $29.7M | Sell |
133,883
-3,509
| -3% | -$779K | 14.13% | 1 |
|
|
2021
Q2 | $30.6M | Buy |
137,392
+474
| +0.3% | +$106K | 14.61% | 1 |
|
|
2021
Q1 | $28.3M | Sell |
136,918
-11,654
| -8% | -$2.41M | 15.44% | 1 |
|
|
2020
Q4 | $28.9M | Sell |
148,572
-3,148
| -2% | -$613K | 15.91% | 1 |
|
|
2020
Q3 | $25.8M | Sell |
151,720
-345
| -0.2% | -$58.8K | 16.65% | 1 |
|
|
2020
Q2 | $23.8M | Sell |
152,065
-31,417
| -17% | -$4.92M | 17.5% | 1 |
|
|
2020
Q1 | $23.7M | Sell |
183,482
-8,668
| -5% | -$1.12M | 23.81% | 1 |
|
|
2019
Q4 | $31.4M | Buy |
192,150
+710
| +0.4% | +$116K | 26.02% | 1 |
|
|
2019
Q3 | $28.9M | Buy |
191,440
+1,053
| +0.6% | +$159K | 28.34% | 1 |
|
|
2019
Q2 | $28.6M | Buy |
190,387
+7,771
| +4% | +$1.17M | 27.88% | 1 |
|
|
2019
Q1 | $26.4M | Buy |
182,616
+10,386
| +6% | +$1.5M | 27.6% | 1 |
|
|
2018
Q4 | $22M | Buy |
172,230
+4,941
| +3% | +$631K | 27.25% | 1 |
|
|
2018
Q3 | $25M | Buy |
+167,289
| New | +$25M | 31.12% | 1 |
|