BWM
Benchmark Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Hold |
1,797
| – | – | 0.13% | 62 |
|
|
2025
Q1 | $288K | Sell |
1,797
-33
| -2% | -$5.3K | 0.14% | 54 |
|
|
2024
Q4 | $296K | Hold |
1,830
| – | – | 0.15% | 44 |
|
|
2024
Q3 | $307K | Hold |
1,830
| – | – | 0.15% | 45 |
|
|
2024
Q2 | $275K | Hold |
1,830
| – | – | 0.15% | 46 |
|
|
2024
Q1 | $285K | Hold |
1,830
| – | – | 0.16% | 44 |
|
|
2023
Q4 | $265K | Hold |
1,830
| – | – | 0.16% | 43 |
|
|
2023
Q3 | $240K | Hold |
1,830
| – | – | 0.15% | 45 |
|
|
2023
Q2 | $253K | Hold |
1,830
| – | – | 0.15% | 45 |
|
|
2023
Q1 | $245K | Hold |
1,830
| – | – | 0.16% | 46 |
|
|
2022
Q4 | $247K | Hold |
1,830
| – | – | 0.18% | 46 |
|
|
2022
Q3 | $223K | Buy |
1,830
+18
| +1% | +$2.19K | 0.17% | 45 |
|
|
2022
Q2 | $235K | Hold |
1,812
| – | – | 0.17% | 43 |
|
|
2022
Q1 | $271K | Hold |
1,812
| – | – | 0.18% | 43 |
|
|
2021
Q4 | $272K | Hold |
1,812
| – | – | 0.18% | 43 |
|
|
2021
Q3 | $253K | Hold |
1,812
| – | – | 0.18% | 40 |
|
|
2021
Q2 | $255K | Hold |
1,812
| – | – | 0.18% | 40 |
|
|
2021
Q1 | $244K | Hold |
1,812
| – | – | 0.18% | 39 |
|
|
2020
Q4 | $216K | Sell |
1,812
-283
| -14% | -$33.7K | 0.16% | 46 |
|
|
2020
Q3 | $212K | Buy |
+2,095
| New | +$212K | 0.17% | 45 |
|
|
2020
Q1 | – | Sell |
-1,946
| Closed | -$232K | – | 50 |
|
|
2019
Q4 | $232K | Buy |
+1,946
| New | +$232K | 0.2% | 45 |
|