Geneos Wealth Management’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 | $5.49M | Sell |
40,837
-29,757
| -42% | -$4M | 0.13% | 187 |
|
|
2025
Q1 | $8.92M | Buy |
70,594
+60,207
| +580% | +$7.6M | 0.13% | 191 |
|
|
2024
Q4 | $1.36M | Sell |
10,387
-5,614
| -35% | -$733K | 0.05% | 349 |
|
|
2024
Q3 | $2.09M | Buy |
16,001
+19
| +0.1% | +$2.48K | 0.08% | 274 |
|
|
2024
Q2 | $1.96M | Sell |
15,982
-8,771
| -35% | -$1.07M | 0.09% | 251 |
|
|
2024
Q1 | $3.14M | Sell |
24,753
-2,408
| -9% | -$306K | 0.14% | 179 |
|
|
2023
Q4 | $3.12M | Sell |
27,161
-2,896
| -10% | -$333K | 0.15% | 161 |
|
|
2023
Q3 | $3.1M | Sell |
30,057
-1,883
| -6% | -$194K | 0.16% | 158 |
|
|
2023
Q2 | $3.32M | Buy |
31,940
+530
| +2% | +$55.1K | 0.17% | 152 |
|
|
2023
Q1 | $3.11M | Buy |
+31,410
| New | +$3.11M | 0.19% | 141 |
|
|
2022
Q1 | – | Sell |
-1,407
| Closed | -$150K | – | 2994 |
|
|
2021
Q4 | $150K | Buy |
1,407
+712
| +102% | +$75.9K | 0.01% | 998 |
|
|
2021
Q3 | $70K | Buy |
+695
| New | +$70K | ﹤0.01% | 1332 |
|