A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 36,421 shares of VOO stock, worth $19 Million. This represents 9.71% of its overall portfolio holdings.

Number of Shares
36,421
Previous 34,645 5.13%
Holding current value
$19 Million
Previous $16.7 Million 9.38%
% of portfolio
9.71%
Previous 9.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$455.1 - $504.28 $808,257 - $895,601
1,776 Added 5.13%
36,421 $18.2 Million
Q1 2024

Apr 08, 2024

BUY
$429.43 - $481.35 $16,318 - $18,291
38 Added 0.11%
34,645 $16.7 Million
Q4 2023

Jan 19, 2024

BUY
$377.32 - $438.19 $2.37 Million - $2.75 Million
6,283 Added 22.18%
34,607 $15.1 Million
Q3 2023

Oct 16, 2023

SELL
$392.7 - $420.68 $236,405 - $253,249
-602 Reduced 2.08%
28,324 $11.1 Million
Q2 2023

Jul 19, 2023

BUY
$371.44 - $407.28 $107,717 - $118,111
290 Added 1.01%
28,926 $11.8 Million
Q1 2023

Apr 17, 2023

BUY
$348.66 - $382.94 $8.77 Million - $9.63 Million
25,148 Added 720.99%
28,636 $10.8 Million
Q4 2022

Feb 07, 2023

BUY
$327.64 - $374.54 $1.14 Million - $1.31 Million
3,488 New
3,488 $1.23 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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