Physician Wealth 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 | $542K | Sell |
4,033
-71
| -2% | -$9.55K | 0.09% | 94 |
|
|
2025
Q1 | $518K | Buy |
4,104
+6
| +0.1% | +$758 | 0.09% | 91 |
|
|
2024
Q4 | $535K | Sell |
4,098
-163
| -4% | -$21.3K | 0.09% | 91 |
|
|
2024
Q3 | $567K | Sell |
4,261
-100
| -2% | -$13.3K | 0.1% | 84 |
|
|
2024
Q2 | $568K | Sell |
4,361
-12
| -0.3% | -$1.56K | 0.1% | 84 |
|
|
2024
Q1 | $524K | Sell |
4,373
-10
| -0.2% | -$1.2K | 0.11% | 88 |
|
|
2023
Q4 | $509K | Sell |
4,383
-901
| -17% | -$105K | 0.11% | 87 |
|
|
2023
Q3 | $544K | Sell |
5,284
-677
| -11% | -$69.6K | 0.14% | 75 |
|
|
2023
Q2 | $622K | Sell |
5,961
-334
| -5% | -$34.8K | 0.15% | 69 |
|
|
2023
Q1 | $626K | Sell |
6,295
-2,215
| -26% | -$220K | 0.16% | 66 |
|
|
2022
Q4 | $875K | Sell |
8,510
-13
| -0.2% | -$1.34K | 0.24% | 51 |
|
|
2022
Q3 | $798K | Buy |
8,523
+502
| +6% | +$47K | 0.25% | 56 |
|
|
2022
Q2 | $782K | Sell |
8,021
-1,071
| -12% | -$104K | 0.23% | 60 |
|
|
2022
Q1 | $932K | Buy |
9,092
+855
| +10% | +$87.6K | 0.25% | 55 |
|
|
2021
Q4 | $884K | Buy |
8,237
+279
| +4% | +$29.9K | 0.23% | 59 |
|
|
2021
Q3 | $822K | Buy |
7,958
+89
| +1% | +$9.19K | 0.23% | 59 |
|
|
2021
Q2 | $774K | Buy |
7,869
+175
| +2% | +$17.2K | 0.22% | 59 |
|
|
2021
Q1 | $762K | Sell |
7,694
-400
| -5% | -$39.6K | 0.25% | 59 |
|
|
2020
Q4 | $742K | Buy |
8,094
+77
| +1% | +$7.06K | 0.25% | 56 |
|
|
2020
Q3 | $582K | Buy |
8,017
+87
| +1% | +$6.32K | 0.23% | 58 |
|
|
2020
Q2 | $584K | Hold |
7,930
| – | – | 0.24% | 58 |
|
|
2020
Q1 | $467K | Buy |
7,930
+175
| +2% | +$10.3K | 0.23% | 59 |
|
|
2019
Q4 | $633K | Hold |
7,755
| – | – | 0.28% | 50 |
|
|
2019
Q3 | $617K | Buy |
+7,755
| New | +$617K | 0.3% | 50 |
|