Modera 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 | $263K | Sell |
1,955
-10
| -0.5% | -$1.35K | ﹤0.01% | 562 |
|
|
2025
Q1 | $248K | Hold |
1,965
| – | – | ﹤0.01% | 548 |
|
|
2024
Q4 | $257K | Hold |
1,965
| – | – | ﹤0.01% | 538 |
|
|
2024
Q3 | $256K | Buy |
1,965
+10
| +0.5% | +$1.3K | ﹤0.01% | 520 |
|
|
2024
Q2 | $239K | Hold |
1,955
| – | – | ﹤0.01% | 512 |
|
|
2024
Q1 | $248K | Buy |
+1,955
| New | +$248K | ﹤0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-2,059
| Closed | -$213K | – | 556 |
|
|
2023
Q3 | $213K | Hold |
2,059
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $214K | Hold |
2,059
| – | – | ﹤0.01% | 521 |
|
|
2023
Q1 | $204K | Hold |
2,059
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $203K | Buy |
+2,059
| New | +$203K | 0.01% | 330 |
|