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

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 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 1,568 shares of VOO stock, worth $870,945. This represents 0.28% of its overall portfolio holdings.

Number of Shares
1,568
Previous 1,507 4.05%
Holding current value
$870,945
Previous $753,000 9.83%
% of portfolio
0.28%
Previous 0.28%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,154
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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