Baron Silver Stevens Financial Advisors’s Vanguard US Multifactor ETF VFMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
23,969
-2,649
| -10% | -$356K | 0.52% | 31 |
|
|
2025
Q1 | $3.36M | Buy |
26,618
+2,634
| +11% | +$333K | 0.59% | 29 |
|
|
2024
Q4 | $3.13M | Buy |
23,984
+2,388
| +11% | +$312K | 0.53% | 29 |
|
|
2024
Q3 | $2.82M | Buy |
21,596
+3,832
| +22% | +$500K | 0.49% | 30 |
|
|
2024
Q2 | $2.17M | Buy |
17,764
+1,296
| +8% | +$159K | 0.41% | 34 |
|
|
2024
Q1 | $2.09M | Buy |
16,468
+917
| +6% | +$116K | 0.4% | 34 |
|
|
2023
Q4 | $1.79M | Buy |
15,551
+4,555
| +41% | +$523K | 0.37% | 34 |
|
|
2023
Q3 | $1.14M | Buy |
10,996
+38
| +0.3% | +$3.92K | 0.26% | 43 |
|
|
2023
Q2 | $1.14M | Buy |
10,958
+2,782
| +34% | +$289K | 0.25% | 42 |
|
|
2023
Q1 | $810K | Sell |
8,176
-146
| -2% | -$14.5K | 0.21% | 43 |
|
|
2022
Q4 | $822K | Buy |
+8,322
| New | +$822K | 0.2% | 43 |
|
|
2022
Q3 | – | Sell |
-2,387
| Closed | -$213K | – | 150 |
|
|
2022
Q2 | $213K | Buy |
+2,387
| New | +$213K | 0.06% | 97 |
|