BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – Vanguard Total Stock Market Index Fund Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$24.2M
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.97% | 6.38K shares | -30K | $179.47 | 134.84K |
| Q2 2022 | share | Decrease | -3.07% | -4.06K shares | -5.94M | $188.62 | 128.45K |
| Q1 2022 | share | Increase | +1.20% | 1.57K shares | -1.44M | $227.67 | 132.52K |
| Q4 2021 | share | Decrease | -2.19% | -2.92K shares | 1.88M | $242.21 | 130.95K |
| Q3 2021 | share | Decrease | -2.55% | -3.50K shares | -884K | $222.06 | 133.88K |
| Q2 2021 | share | Increase | +0.35% | 474 shares | 2.31M | $222.12 | 137.39K |
| Q1 2021 | share | Decrease | -7.84% | -11.65K shares | -618K | $205.41 | 136.91K |
| Q4 2020 | share | Decrease | -2.07% | -3.14K shares | 3.07M | $192.8 | 148.57K |
| Q3 2020 | share | Decrease | -0.23% | -345 shares | 2.03M | $168.02 | 151.72K |
| Q2 2020 | share | Decrease | -17.12% | -31.41K shares | 150K | $153.8 | 152.06K |
| Q1 2020 | share | Decrease | -4.51% | -8.66K shares | -7.78M | $126.1 | 183.48K |
| Q4 2019 | share | Increase | +0.37% | 710 shares | 2.53M | $159.31 | 192.15K |
| Q3 2019 | share | Increase | +0.55% | 1.05K shares | 333K | $146.23 | 191.44K |
| Q2 2019 | share | Increase | +4.26% | 7.77K shares | 2.14M | $144.68 | 190.38K |
| Q1 2019 | share | Increase | +6.03% | 10.38K shares | 4.44M | $138.98 | 182.61K |
| Q4 2018 | share | Increase | +2.95% | 4.94K shares | -3.05M | $121.91 | 172.23K |
| Q3 2018 | share | Increase | 0.00% | 167.28K shares | 25.03M | $142.09 | 167.28K |