Benchmark Wealth Management, LLC VOO Holdings History
Benchmark Wealth Management, LLC's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Benchmark Wealth Management, LLC held 40,123.00 shares of Vanguard S&P 500 ETF(VOO), totaling $20.62 Mil. This investment constitutes 9.98% of their stock portfolio, and Benchmark Wealth Management, LLC now holds 0% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2022Q4. And since then Benchmark Wealth Management, LLC has made 9 purchases of VOO, at an average price of $391.11, for a total of 40,725.00 shares. In addition, there have been 1 sales at an average price of $408.89 for 602.00 shares. Based on historical transaction data and VOO's current price of $569.41, Benchmark Wealth Management, LLC's estimated gain on his VOO holdings is $7.16 Mil, reflecting a 44.98% gain to date.
Benchmark Wealth Management, LLC VOO ($569.41) Holding Chart
Benchmark Wealth Management, LLC VOO ($569.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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