Vanguard S&p 500 Etf idx shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.4M | 12k | 627.16 |
| 2025-09-30 | $7.1M | 12k | 612.35 |
| 2025-06-30 | $7.8M | 14k | 568.01 |
| 2025-03-31 | $1.1M | 2.2k | 513.81 |
| 2024-12-31 | $948k | 1.8k | 538.81 |
| 2024-09-30 | $827k | 1.6k | 527.56 |
| 2024-06-30 | $754k | 1.5k | 500.08 |
| 2024-03-31 | $721k | 1.5k | 480.65 |
| 2023-12-31 | $455k | 1.0k | 436.60 |
| 2023-09-30 | $406k | 1.0k | 392.53 |
| 2023-06-30 | $418k | 1.0k | 407.34 |
| 2023-03-31 | $392k | 1.0k | 376.21 |
| 2022-12-31 | $365k | 1.0k | 351.26 |
| 2022-09-30 | $336k | 1.0k | 328.13 |
| 2022-06-30 | $409k | 1.2k | 346.90 |
| 2022-03-31 | $284k | 684 | 415.20 |
| 2021-12-31 | $302k | 692 | 436.42 |
| 2021-09-30 | $271k | 688 | 393.90 |
| 2021-06-30 | $266k | 675 | 394.07 |
| 2020-12-31 | $363k | 1.1k | 343.75 |
| 2020-09-30 | $333k | 1.1k | 308.05 |
| 2020-06-30 | $305k | 1.1k | 283.46 |
| 2020-03-31 | $210k | 889 | 236.22 |
| 2019-12-31 | $213k | 719 | 296.24 |
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