SWM
Seed Wealth Management’s Vanguard US Multifactor ETF VFMF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.07M | Hold |
7,950
| – | – | 0.8% | 35 |
|
2025
Q1 | $1M | Hold |
7,950
| – | – | 0.82% | 28 |
|
2024
Q4 | $1.04M | Hold |
7,950
| – | – | 0.84% | 33 |
|
2024
Q3 | $1.04M | Hold |
7,950
| – | – | 0.83% | 31 |
|
2024
Q2 | $973K | Hold |
7,950
| – | – | 0.85% | 30 |
|
2024
Q1 | $1.01M | Hold |
7,950
| – | – | 0.96% | 31 |
|
2023
Q4 | $913K | Hold |
7,950
| – | – | 0.92% | 28 |
|
2023
Q3 | $821K | Hold |
7,950
| – | – | 0.92% | 27 |
|
2023
Q2 | $826K | Hold |
7,950
| – | – | 0.88% | 29 |
|
2023
Q1 | $788K | Sell |
7,950
-160
| -2% | -$15.9K | 0.89% | 26 |
|
2022
Q4 | $802K | Buy |
+8,110
| New | +$802K | 0.92% | 25 |
|