SFA
Semmax Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Buy |
8,918
+53
| +0.6% | +$12.7K | 0.55% | 64 |
|
|
2025
Q1 | $1.98M | Sell |
8,865
-163
| -2% | -$36.4K | 0.54% | 70 |
|
|
2024
Q4 | $2.24M | Sell |
9,028
-7,164
| -44% | -$1.78M | 0.6% | 60 |
|
|
2024
Q3 | $4.1M | Buy |
16,192
+648
| +4% | +$164K | 1.13% | 35 |
|
|
2024
Q2 | $3.45M | Buy |
15,544
+1,127
| +8% | +$250K | 1.04% | 43 |
|
|
2024
Q1 | $3.21M | Buy |
14,417
+1,605
| +13% | +$358K | 1.06% | 44 |
|
|
2023
Q4 | $2.69M | Buy |
12,812
+1,394
| +12% | +$293K | 0.98% | 48 |
|
|
2023
Q3 | $2.09M | Buy |
+11,418
| New | +$2.09M | 0.84% | 50 |
|
|
2022
Q4 | $296K | Buy |
1,508
+332
| +28% | +$65.2K | 0.12% | 76 |
|
|
2022
Q3 | $218K | Sell |
1,176
-9,396
| -89% | -$1.74M | 0.09% | 83 |
|
|
2022
Q2 | $2.13M | Buy |
10,572
+652
| +7% | +$131K | 0.87% | 46 |
|
|
2022
Q1 | $2.11M | Sell |
9,920
-955
| -9% | -$203K | 0.83% | 49 |
|
|
2021
Q4 | $2.46M | Sell |
10,875
-1,837
| -14% | -$415K | 0.91% | 48 |
|
|
2021
Q3 | $2.78M | Sell |
12,712
-1,831
| -13% | -$400K | 0.96% | 44 |
|
|
2021
Q2 | $3.28M | Buy |
14,543
+346
| +2% | +$77.9K | 1.05% | 38 |
|
|
2021
Q1 | $3.04M | Buy |
14,197
+1,157
| +9% | +$248K | 1.08% | 35 |
|
|
2020
Q4 | $2.54M | Sell |
13,040
-93
| -0.7% | -$18.1K | 1.05% | 34 |
|
|
2020
Q3 | $2.02M | Buy |
13,133
+158
| +1% | +$24.3K | 0.96% | 43 |
|
|
2020
Q2 | $1.89M | Sell |
12,975
-2,179
| -14% | -$318K | 0.99% | 38 |
|
|
2020
Q1 | $1.75M | Buy |
15,154
+1,818
| +14% | +$210K | 1.11% | 30 |
|
|
2019
Q4 | $2.21M | Sell |
13,336
-552
| -4% | -$91.4K | 1.22% | 30 |
|
|
2019
Q3 | $2.14M | Sell |
13,888
-1,749
| -11% | -$269K | 1.28% | 26 |
|
|
2019
Q2 | $2.45M | Buy |
15,637
+943
| +6% | +$148K | 1.58% | 18 |
|
|
2019
Q1 | $2.25M | Sell |
14,694
-551
| -4% | -$84.2K | 1.55% | 12 |
|
|
2018
Q4 | $2.01M | Buy |
+15,245
| New | +$2.01M | 1.57% | 15 |
|