Benchmark Financial Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 26,889 shares of VO stock, worth $7.41 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

26,889

Previous 26,269 2.36%

Holding current value

$7.41 Million

Previous $6.93 Million 2.48%

% of portfolio

2.28%

Previous 2.31%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $162,130 - $176,470	620 Added 2.36%	26,889 $7.1 Million
Q3 2024 Oct 30, 2024	SELL	$237.84 - $263.83 $70,876 - $78,621	-298 Reduced 1.12%	26,269 $6.93 Million
Q2 2024 Jul 23, 2024	SELL	$234.99 - $248.98 $301,962 - $319,939	-1,285 Reduced 4.61%	26,567 $6.43 Million
Q1 2024 Apr 22, 2024	SELL	$225.86 - $249.86 $137,548 - $152,164	-609 Reduced 2.14%	27,852 $6.96 Million
Q4 2023 Jan 23, 2024	SELL	$195.66 - $233.95 $96,460 - $115,337	-493 Reduced 1.7%	28,461 $6.62 Million
Q3 2023 Oct 13, 2023	BUY	$206.6 - $228.23 $64,459 - $71,207	312 Added 1.09%	28,954 $6.03 Million
Q2 2023 Jul 25, 2023	BUY	$203.43 - $220.16 $80,151 - $86,743	394 Added 1.39%	28,642 $6.31 Million
Q1 2023 Apr 28, 2023	SELL	$200.2 - $225.98 $32,632 - $36,834	-163 Reduced 0.57%	28,248 $5.96 Million
Q4 2022 Jan 23, 2023	SELL	$186.57 - $217.26 $928,745 - $1.08 Million	-4,978 Reduced 14.91%	28,411 $0
Q3 2022 Nov 01, 2022	BUY	$187.98 - $227.42 $66,920 - $80,961	356 Added 1.08%	33,389 $6.28 Million
Q2 2022 Jul 22, 2022	SELL	$190.36 - $240.41 $952,371 - $1.2 Million	-5,003 Reduced 13.15%	33,033 $6.51 Million
Q1 2022 Apr 22, 2022	BUY	$219.86 - $253.39 $650,345 - $749,527	2,958 Added 8.43%	38,036 $9.05 Million
Q4 2021 Jan 26, 2022	BUY	$236.98 - $261.2 $751,700 - $828,526	3,172 Added 9.94%	35,078 $8.94 Million
Q3 2021 Oct 26, 2021	BUY	$229.88 - $249.8 $333,326 - $362,210	1,450 Added 4.76%	31,906 $7.55 Million
Q2 2021 Jul 26, 2021	BUY	$223.23 - $238.25 $613,659 - $654,949	2,749 Added 9.92%	30,456 $7.23 Million
Q1 2021 Apr 26, 2021	BUY	$203.74 - $225.89 $258,138 - $286,202	1,267 Added 4.79%	27,707 $6.13 Million
Q4 2020 Jan 20, 2021	BUY	$176.14 - $208.21 $238,141 - $281,499	1,352 Added 5.39%	26,440 $5.47 Million
Q3 2020 Oct 15, 2020	BUY	$164.39 - $185.0 $184,609 - $207,755	1,123 Added 4.69%	25,088 $4.42 Million
Q2 2020 Jul 21, 2020	BUY	$124.34 - $175.42 $2.98 Million - $4.2 Million	23,965 New	23,965 $3.93 Million

Others Institutions Holding VO

# of Institutions

2,286

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

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About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Benchmark Financial Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History