BWM
Benchmark Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
2,841
+84
| +3% | +$8.82K | 0.13% | 61 |
|
|
2025
Q1 | $272K | Sell |
2,757
-61
| -2% | -$6.02K | 0.13% | 58 |
|
|
2024
Q4 | $297K | Buy |
2,818
+40
| +1% | +$4.22K | 0.15% | 43 |
|
|
2024
Q3 | $293K | Sell |
2,778
-120
| -4% | -$12.7K | 0.15% | 46 |
|
|
2024
Q2 | $287K | Sell |
2,898
-85
| -3% | -$8.42K | 0.15% | 45 |
|
|
2024
Q1 | $307K | Buy |
2,983
+58
| +2% | +$5.98K | 0.17% | 42 |
|
|
2023
Q4 | $275K | Sell |
2,925
-125
| -4% | -$11.7K | 0.16% | 42 |
|
|
2023
Q3 | $258K | Sell |
3,050
-215
| -7% | -$18.2K | 0.16% | 42 |
|
|
2023
Q2 | $289K | Buy |
3,265
+247
| +8% | +$21.9K | 0.17% | 40 |
|
|
2023
Q1 | $253K | Buy |
3,018
+714
| +31% | +$60K | 0.16% | 44 |
|
|
2022
Q4 | $377K | Sell |
2,304
-87
| -4% | -$14.2K | 0.27% | 36 |
|
|
2022
Q3 | $355K | Buy |
2,391
+298
| +14% | +$44.2K | 0.28% | 33 |
|
|
2022
Q2 | $321K | Sell |
2,093
-49
| -2% | -$7.52K | 0.24% | 34 |
|
|
2022
Q1 | $389K | Buy |
2,142
+37
| +2% | +$6.72K | 0.26% | 30 |
|
|
2021
Q4 | $403K | Sell |
2,105
-14
| -0.7% | -$2.68K | 0.26% | 27 |
|
|
2021
Q3 | $377K | Sell |
2,119
-109
| -5% | -$19.4K | 0.27% | 24 |
|
|
2021
Q2 | $405K | Buy |
2,228
+215
| +11% | +$39.1K | 0.28% | 23 |
|
|
2021
Q1 | $355K | Sell |
2,013
-307
| -13% | -$54.1K | 0.26% | 26 |
|
|
2020
Q4 | $361K | Sell |
2,320
-19
| -0.8% | -$2.96K | 0.27% | 26 |
|
|
2020
Q3 | $294K | Sell |
2,339
-164
| -7% | -$20.6K | 0.23% | 28 |
|
|
2020
Q2 | $301K | Hold |
2,503
| – | – | 0.26% | 28 |
|
|
2020
Q1 | $244K | Hold |
2,503
| – | – | 0.24% | 30 |
|
|
2019
Q4 | $348K | Buy |
+2,503
| New | +$348K | 0.3% | 28 |
|