BIA
Benchmark Investment 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
Q1 | $1.25M | Buy |
2,441
+9
| +0.4% | +$4.63K | 0.81% | 36 |
|
|
2024
Q4 | $1.31M | Buy |
2,432
+14
| +0.6% | +$7.55K | 0.85% | 32 |
|
|
2024
Q3 | $1.28M | Buy |
2,418
+9
| +0.4% | +$4.75K | 0.91% | 34 |
|
|
2024
Q2 | $1.2M | Hold |
2,409
| – | – | 0.87% | 32 |
|
|
2024
Q1 | $1.16M | Sell |
2,409
-136
| -5% | -$65.4K | 0.91% | 33 |
|
|
2023
Q4 | $1.11M | Buy |
2,545
+21
| +0.8% | +$9.17K | 1.03% | 31 |
|
|
2023
Q3 | $991K | Sell |
2,524
-230
| -8% | -$90.3K | 1% | 33 |
|
|
2023
Q2 | $1.12M | Sell |
2,754
-288
| -9% | -$117K | 1.03% | 31 |
|
|
2023
Q1 | $1.14M | Sell |
3,042
-26
| -0.8% | -$9.78K | 1.17% | 28 |
|
|
2022
Q4 | $1.08M | Sell |
3,068
-127
| -4% | -$44.6K | 1.14% | 29 |
|
|
2022
Q3 | $1.05M | Sell |
3,195
-85
| -3% | -$27.9K | 1.13% | 28 |
|
|
2022
Q2 | $1.14M | Sell |
3,280
-209
| -6% | -$72.5K | 1.19% | 26 |
|
|
2022
Q1 | $1.45M | Sell |
3,489
-136
| -4% | -$56.5K | 1.09% | 28 |
|
|
2021
Q4 | $1.58M | Buy |
+3,625
| New | +$1.58M | 1.3% | 25 |
|