BWM
Benchmark Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.89M | Buy |
21,052
+406
| +2% | +$114K | 2.62% | 10 |
|
|
2025
Q1 | $5.34M | Sell |
20,646
-819
| -4% | -$212K | 2.58% | 11 |
|
|
2024
Q4 | $5.67M | Buy |
21,465
+49
| +0.2% | +$12.9K | 2.79% | 10 |
|
|
2024
Q3 | $5.65M | Buy |
21,416
+1,820
| +9% | +$480K | 2.79% | 10 |
|
|
2024
Q2 | $4.74M | Buy |
19,596
+726
| +4% | +$176K | 2.53% | 11 |
|
|
2024
Q1 | $4.71M | Buy |
18,870
+819
| +5% | +$205K | 2.57% | 11 |
|
|
2023
Q4 | $4.2M | Buy |
18,051
+1,774
| +11% | +$413K | 2.48% | 12 |
|
|
2023
Q3 | $3.39M | Buy |
16,277
+1,385
| +9% | +$288K | 2.16% | 13 |
|
|
2023
Q2 | $3.28M | Buy |
14,892
+1,134
| +8% | +$250K | 1.98% | 14 |
|
|
2023
Q1 | $2.89M | Buy |
13,758
+6,837
| +99% | +$1.43M | 1.84% | 15 |
|
|
2022
Q4 | $1.41M | Buy |
6,921
+163
| +2% | +$33.2K | 1.02% | 15 |
|
|
2022
Q3 | $1.27M | Buy |
6,758
+3,332
| +97% | +$626K | 1% | 16 |
|
|
2022
Q2 | $675K | Buy |
3,426
+295
| +9% | +$58.1K | 0.5% | 20 |
|
|
2022
Q1 | $745K | Hold |
3,131
| – | – | 0.5% | 18 |
|
|
2021
Q4 | $798K | Buy |
3,131
+59
| +2% | +$15K | 0.52% | 19 |
|
|
2021
Q3 | $727K | Buy |
3,072
+170
| +6% | +$40.2K | 0.51% | 18 |
|
|
2021
Q2 | $689K | Sell |
2,902
-287
| -9% | -$68.1K | 0.47% | 20 |
|
|
2021
Q1 | $706K | Sell |
3,189
-739
| -19% | -$164K | 0.52% | 18 |
|
|
2020
Q4 | $812K | Buy |
3,928
+55
| +1% | +$11.4K | 0.62% | 15 |
|
|
2020
Q3 | $683K | Sell |
3,873
-132
| -3% | -$23.3K | 0.54% | 18 |
|
|
2020
Q2 | $656K | Buy |
4,005
+50
| +1% | +$8.19K | 0.56% | 17 |
|
|
2020
Q1 | $521K | Hold |
3,955
| – | – | 0.52% | 19 |
|
|
2019
Q4 | $705K | Buy |
+3,955
| New | +$705K | 0.61% | 20 |
|