Benchmark Financial Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,759 shares of VOO stock, worth $973,342. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,759

Previous 1,568 12.18%

Holding current value

$973,342

Previous $827,000 14.51%

% of portfolio

0.3%

Previous 0.28%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$521.84 - $558.82 $99,671 - $106,734	191 Added 12.18%	1,759 $947,000
Q3 2024 Oct 30, 2024	BUY	$475.2 - $527.7 $28,987 - $32,189	61 Added 4.05%	1,568 $827,000
Q2 2024 Jul 23, 2024	BUY	$455.1 - $504.28 $3,640 - $4,034	8 Added 0.53%	1,507 $753,000
Q1 2024 Apr 22, 2024	BUY	$429.43 - $481.35 $196,678 - $220,458	458 Added 44.0%	1,499 $720,000
Q4 2023 Jan 23, 2024	BUY	$377.32 - $438.19 $2,641 - $3,067	7 Added 0.68%	1,041 $454,000
Q3 2023 Oct 13, 2023	BUY	$392.7 - $420.68 $3,534 - $3,786	9 Added 0.88%	1,034 $406,000
Q2 2023 Jul 25, 2023	SELL	$371.44 - $407.28 $6,685 - $7,331	-18 Reduced 1.73%	1,025 $417,000
Q1 2023 Apr 28, 2023	BUY	$348.66 - $382.94 $1,045 - $1,148	3 Added 0.29%	1,043 $392,000
Q4 2022 Jan 23, 2023	BUY	$327.64 - $374.54 $5,242 - $5,992	16 Added 1.56%	1,040 $0
Q3 2022 Nov 01, 2022	SELL	$328.3 - $395.04 $50,886 - $61,231	-155 Reduced 13.15%	1,024 $336,000
Q2 2022 Jul 22, 2022	BUY	$337.07 - $419.85 $166,849 - $207,825	495 Added 72.37%	1,179 $409,000
Q1 2022 Apr 22, 2022	SELL	$382.7 - $439.25 $3,061 - $3,514	-8 Reduced 1.16%	684 $284,000
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $1,576 - $1,756	4 Added 0.58%	692 $302,000
Q3 2021 Oct 26, 2021	BUY	$390.68 - $416.73 $5,078 - $5,417	13 Added 1.93%	688 $271,000
Q2 2021 Jul 26, 2021	BUY	$368.16 - $394.32 $248,508 - $266,166	675 New	675 $266,000
Q1 2021 Apr 26, 2021	SELL	$339.03 - $365.24 $358,015 - $385,693	-1,056 Closed	0 $0
Q4 2020 Jan 20, 2021	SELL	$299.82 - $343.69 $7,495 - $8,592	-25 Reduced 2.31%	1,056 $363,000
Q3 2020 Oct 15, 2020	BUY	$285.37 - $328.74 $1,426 - $1,643	5 Added 0.46%	1,081 $333,000
Q2 2020 Jul 21, 2020	BUY	$226.15 - $297.17 $42,290 - $55,570	187 Added 21.03%	1,076 $305,000
Q1 2020 May 08, 2020	BUY	$204.27 - $310.92 $34,725 - $52,856	170 Added 23.64%	889 $210,000
Q4 2019 Jan 31, 2020	BUY	$264.57 - $296.67 $190,225 - $213,305	719 New	719 $213,000

Others Institutions Holding VOO

# of Institutions

3,284

Shares Held

406M

Call Options Held

2.08M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Benchmark Financial Wealth Advisors, LLC Vanguard Index Fds S&P 500 ETF Transaction History