SFA
Sequoia Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
2,475
+5
| +0.2% | +$1.39K | ﹤0.01% | 850 |
|
|
2025
Q1 | $622K | Sell |
2,470
-14
| -0.6% | -$3.53K | ﹤0.01% | 771 |
|
|
2024
Q4 | $696K | Buy |
2,484
+369
| +17% | +$103K | 0.01% | 693 |
|
|
2024
Q3 | $566K | Buy |
2,115
+237
| +13% | +$63.4K | 0.01% | 705 |
|
|
2024
Q2 | $470K | Sell |
1,878
-163
| -8% | -$40.8K | 0.01% | 707 |
|
|
2024
Q1 | $532K | Sell |
2,041
-121
| -6% | -$31.5K | 0.01% | 664 |
|
|
2023
Q4 | $523K | Buy |
+2,162
| New | +$523K | 0.01% | 716 |
|
|
2022
Q2 | – | Sell |
-1,424
| Closed | -$353K | – | 683 |
|
|
2022
Q1 | $353K | Buy |
1,424
+409
| +40% | +$101K | 0.01% | 444 |
|
|
2021
Q4 | $286K | Buy |
+1,015
| New | +$286K | 0.01% | 454 |
|
|
2015
Q2 | – | Sell |
-2,141
| Closed | -$282K | – | 201 |
|
|
2015
Q1 | $282K | Sell |
2,141
-550
| -20% | -$72.4K | 0.13% | 138 |
|
|
2014
Q4 | $339K | Sell |
2,691
-576
| -18% | -$72.6K | 0.23% | 98 |
|
|
2014
Q3 | $393K | Sell |
3,267
-625
| -16% | -$75.2K | 0.27% | 91 |
|
|
2014
Q2 | $496K | Sell |
3,892
-538
| -12% | -$68.6K | 0.38% | 67 |
|
|
2014
Q1 | $550K | Sell |
4,430
-975
| -18% | -$121K | 0.46% | 63 |
|
|
2013
Q4 | $661K | Buy |
+5,405
| New | +$661K | 0.55% | 48 |
|