Ownership history in Benchmark Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 45,171 | +5,048 | +12.6% | 11.40% | $25.7M | $564.81 |
| 2025 Q1 | ADDED | 40,123 | +2,272 | +6.0% | 9.98% | $20.6M | $509.43 |
| 2024 Q4 | ADDED | 37,851 | +45 | +0.1% | 10.04% | $20.4M | $532.26 |
| 2024 Q3 | ADDED | 37,806 | +1,385 | +3.8% | 9.85% | $19.9M | $519.60 |
| 2024 Q2 | ADDED | 36,421 | +1,776 | +5.1% | 9.71% | $18.2M | $490.95 |
| 2024 Q1 | ADDED | 34,645 | +38 | +0.1% | 9.08% | $16.7M | $470.20 |
| 2023 Q4 | ADDED | 34,607 | +6,283 | +22.2% | 8.94% | $15.1M | $425.89 |
| 2023 Q3 | REDUCED | 28,324 | -602 | -2.1% | 7.10% | $11.1M | $381.32 |
| 2023 Q2 | ADDED | 28,926 | +290 | +1.0% | 7.11% | $11.8M | $393.97 |
| 2023 Q1 | ADDED | 28,636 | +25,148 | +721.0% | 6.92% | $10.9M | $362.36 |
As of 2025 Q4 — sorted by position size