BWM
Benchmark Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.7M | Buy |
45,171
+5,048
| +13% | +$2.87M | 11.4% | 3 |
|
|
2025
Q1 | $20.6M | Buy |
40,123
+2,272
| +6% | +$1.17M | 9.98% | 3 |
|
|
2024
Q4 | $20.4M | Buy |
37,851
+45
| +0.1% | +$24.2K | 10.04% | 3 |
|
|
2024
Q3 | $19.9M | Buy |
37,806
+1,385
| +4% | +$731K | 9.85% | 4 |
|
|
2024
Q2 | $18.2M | Buy |
36,421
+1,776
| +5% | +$888K | 9.71% | 4 |
|
|
2024
Q1 | $16.7M | Buy |
34,645
+38
| +0.1% | +$18.3K | 9.08% | 4 |
|
|
2023
Q4 | $15.1M | Buy |
34,607
+6,283
| +22% | +$2.74M | 8.94% | 4 |
|
|
2023
Q3 | $11.1M | Sell |
28,324
-602
| -2% | -$236K | 7.1% | 4 |
|
|
2023
Q2 | $11.8M | Buy |
28,926
+290
| +1% | +$118K | 7.11% | 4 |
|
|
2023
Q1 | $10.9M | Buy |
28,636
+25,148
| +721% | +$9.53M | 6.92% | 4 |
|
|
2022
Q4 | $1.23M | Buy |
+3,488
| New | +$1.23M | 0.88% | 18 |
|